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CRCM

Full company profile

uuid0007clx

Namestring
CRCM
Legal namestring
CRCM L.P.
Websiteurl
crcmventures.com
Company typeenum
Private
Founded yearint
2012
Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
11–50
akta.pro rankint
HeadquartersSaint-hyacinthe, Canada
HQ citystring
Saint-hyacinthe
HQ countrystring
Canada
HQ regionstring
North America
Markets served

Serves global market

Offices2 records

Each record includes

City, Country, Type, Description, Source

Keyword5 values
investment advisory services, discretionary capital management, wealth management, institutional asset management, family office services
NAICS code1 code
  • Portfolio Management and Investment Advice523940
SIC code1 code
  • Investment Advice6282
Product category
Investment Advisory Services
No data
Cost components5 values
Personnel, Operations, Technology or R&D, Marketing or Sales, Others
GTM typeB2B
B2B
Offering typeServices
Services
Core offering1 text field

CRCM L.P. is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC) since 2012, providing discretionary capital management services to institutional clients and high-net-worth families. The firm operates from San Francisco and Las Vegas, managing pooled and family capital under a discretionary advisory mandate with regulatory oversight.

Differentiator
Functional benefit
Problem solved
Product overview1 text field

CRCM L.P. operates as a single-service investment advisory firm that manages discretionary capital on behalf of institutional clients and families. The firm offers investment advisory services as its core product offering, with no modular product structure or additional SaaS offerings referenced.

Product and service1 record
1CRCM Investment Advisory Services
Recent move2 records

Each record includes

Date, Type, Title, Description, Source

Peers6 records
1Fisher Investments
2Commonfund
TypeDirect peer
Description

Institutional investment management firm providing discretionary capital management for endowments, foundations, and other institutions. Comparable to CRCM on the institutional side of its client base.

3Creative Planning
TypeDirect peer
Description

Large independent RIA providing discretionary wealth management to families and institutions. Comparable business model and client focus to CRCM, though at substantially greater scale.

4Mariner Wealth Advisors
TypeDirect peer
Description

Independent RIA offering discretionary investment advisory and family-office services to high-net-worth families and institutions. Closely comparable service mix and distribution approach to CRCM.

5Aspiriant
TypeDirect peer
Description

Independent registered investment adviser serving high-net-worth families and institutions with discretionary portfolio management. Highly comparable to CRCM in target client base, discretionary mandate model, and fee-based RIA structure.

6Cambridge Associates
TypeDirect peer
Description

Investment advisory firm focused on discretionary capital management for institutions and ultra-high-net-worth families. Directly comparable to CRCM in client segments and discretionary advisory services.

Market position
Strengths5 records

Each record includes

Headline, Details, Source

Weaknesses4 records

Each record includes

Headline, Details, Source

Competitive moat4 records

Each record includes

Type, Details

Key risks5 records

Each record includes

Headline, Details, Source

Key highlights5 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Segment2 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile2 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles8 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment20 records

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

CRCM

Investment Advisory Servicescrcmventures.com

CRCM firmographics

Firmographics
Name
CRCM
Legal name
CRCM L.P.
Website
https://crcmventures.com
Company type
Private
Founded year
2012
Operating status
Operating
Headcount range
11–50 employees
Ownership category
akta.pro rank

Where CRCM is headquartered

Location

Headquarters

HQ city
Saint-hyacinthe
HQ country
Canada
HQ region
North America

Offices2 records

Markets served

CRCM business model

Business model
GTM type
B2B
Offering type
Services
Cost components
Personnel, Operations, Technology or R&D, Marketing or Sales, Others

CRCM product offering

Product offering

Core offering

CRCM L.P. is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC) since 2012, providing discretionary capital management services to institutional clients and high-net-worth families. The firm operates from San Francisco and Las Vegas, managing pooled and family capital under a discretionary advisory mandate with regulatory oversight.

Product overview

CRCM L.P. operates as a single-service investment advisory firm that manages discretionary capital on behalf of institutional clients and families. The firm offers investment advisory services as its core product offering, with no modular product structure or additional SaaS offerings referenced.

Differentiator

Problem solved

Functional benefit

Products and services

  • CRCM Investment Advisory Services

Companies that use CRCM

Customer profile

Segments2 records

Ideal customer profiles2 records

CRCM technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

CRCM partnerships and signals

Strategic signal

Recent moves2 records

CRCM competitors and assessment

Company assessment

Peers

Direct peers

  • Commonfund: Institutional investment management firm providing discretionary capital management for endowments, foundations, and other institutions. Comparable to CRCM on the institutional side of its client base.
  • Creative Planning: Large independent RIA providing discretionary wealth management to families and institutions. Comparable business model and client focus to CRCM, though at substantially greater scale.
  • Mariner Wealth Advisors: Independent RIA offering discretionary investment advisory and family-office services to high-net-worth families and institutions. Closely comparable service mix and distribution approach to CRCM.
  • Aspiriant: Independent registered investment adviser serving high-net-worth families and institutions with discretionary portfolio management. Highly comparable to CRCM in target client base, discretionary mandate model, and fee-based RIA structure.
  • Cambridge Associates: Investment advisory firm focused on discretionary capital management for institutions and ultra-high-net-worth families. Directly comparable to CRCM in client segments and discretionary advisory services.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights5 records

Customer concentration

CRCM financial estimates

Financial estimate

Revenue estimate

Valuation estimate

CRCM leadership team

Management profile

Number of profiles

Profiles8 records

CRCM funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

CRCM M&A and investment

M&A and investment

M&A

Investments20 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about CRCM

What does CRCM do?

CRCM L.P. is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC) since 2012, providing discretionary capital management services to institutional clients and high-net-worth families. The firm operates from San Francisco and Las Vegas, managing pooled and family capital under a discretionary advisory mandate with regulatory oversight.

Is CRCM a public or private company?

CRCM is a private company. It is classified as unknown and is currently operating.

When was CRCM founded?

CRCM was founded in 2012. It employs 11 to 50 people.

Where is CRCM based?

CRCM is headquartered in Saint-hyacinthe, Canada, in the North America region.

Who are CRCM's main competitors?

Fisher Investments is listed as a peer. Direct peers are Commonfund, Creative Planning, Mariner Wealth Advisors, Aspiriant and Cambridge Associates.

Does CRCM have an API?

No public API is recorded for CRCM.

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