Cramer Rosenthal Mcglynn LLC is a large advisory firm based in New York. It manages $4.65 billion of regulatory assets for 110 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.
Cramer Rosenthal Mcglynn provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. 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 Cramer Rosenthal Mcglynn LLC is $4.65 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 28% since the beginning of its operation, and $1.48 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Cramer Rosenthal Mcglynn 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.
The firm provides services to insurance companies, investment companies, high net worth individuals, pooled investment vehicles, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Ronald Harward Mcglynn is investment companies with 9 clients and $1.96 billion of assets under management. Among the 11 most similar advisory firms, Cramer Rosenthal Mcglynn has the 2nd highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $3.9 billion for 84 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 12% of the firm’s clients are foreign persons or businesses.
Cramer Rosenthal Mcglynn also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.
The company employs 40 people that are either part- or full-time employees. 33 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Ronald Harward Mcglynn has been acting as President since 1 Jan 2012. Jay Brian Abramson has served as the Chief Investment Officer since 1 Jan 2012. Brian Michael Harvey joined the executive team most recently as the Chief Investment Officer.
The principal office where Cramer Rosenthal Mcglynn LLC performs its advisory services is located at 520 Madison Avenue, New York, NY 10022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-326-5300 or by fax 212-415-0585. The normal business hours are 8:30am to 5:30pm on Monday - Friday. You can find more information about the New York firm at crmllc.com and its LinkedIn profile.