Ccm Holdings Iv, LLC is a large advisory firm based in Boston. It manages $7.83 billion of regulatory assets for 82 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Massachusetts, Texas, and Vermont.
Ccm Holdings Iv provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ccm Holdings Iv, LLC is $7.83 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Ccm Holdings Iv, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Richard Howard Adler has been acting as President since 1 May 2006. Mark Charles Lapman joined the executive team most recently as the Chairman, Chief Executive Officer, President And Member/Director.
The principal office where Ccm Holdings Iv, LLC performs its advisory services is located at 53 State Street, Boston, MA 02109, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 617-228-8700 or by fax 617-228-8634. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.independence.com.