Ccfg Advisors, LLC (Los Angeles)

Ccfg Advisors, LLC is a related adviser based in Los Angeles. It manages $228.32 thousand of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2011.

Ccfg Advisors provides portfolio management for business development company (pending registration). It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ccfg Advisors: assets under management

The assets under management (AUM) of Ccfg Advisors, LLC is $228.32 thousand, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $228.32 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $228.32 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ccfg Advisors, 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.

Careers at Ccfg Advisors, LLC

Jean Marc Chapus joined the executive team most recently as the Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Michael Keith Parks	Chief executive officer	1 Mar 2011	Other	5805092
Joseph John Keenan	Chief financial officer	1 Mar 2011	Other	5914884
Crescent Capital Group Lp	Member / managing member	1 Mar 2011	75% - 100%	153966
Edward James Cook	Chief compliance officer	1 Apr 2011	Other	5524274

Indirect Owners

The SEC currently registers 5 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Crescent Capital Gp Llc	General partner	1 May 2010	Other	27-2697837
Jean Marc Chapus	Limited partner	1 May 2010	25% - 50%	1404444
Mark Louis Attanasio	Limited partner	1 May 2010	25% - 50%	1455403
Jean Marc Chapus	Member	1 May 2011	50% - 75%	1404444
Mark Louis Attanasio	Member	1 May 2011	50% - 75%	1455403

Based in Los Angeles

The principal office where Ccfg Advisors, LLC performs its advisory services is located at 11100 Santa Monica Blvd., Los Angeles, CA 90025, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 310-235-5903 or by fax 310-235-5965. The normal business hours are 7:30 am to 5:00pm on Monday - Friday.