Cim is an investment advisor in Albany with $643.23 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
810637750
SEC advisor number
801-63553
FINRA CRD number
132136
AUM ?
$643.23 mm
(as of 8 Nov 22)
Accounts
834
(as of 8 Nov 22)
Employees
13
(11 investment advisory or research)
Address
Cim
30 S. PEARL STREET, 9TH FLOOR
ALBANY
NY 12207
30 S. PEARL STREET, 9TH FLOOR
ALBANY
NY 12207
Office hours
Monday - Friday, 8:30AM TO 5:00PM
Phone
518-391-4200
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Curran, Thomas, Joseph | Co-ceo/sole Member/chief Compliance Officer | 12/2003 | > 75% |
Curran, Kevin, Thomas | Co-ceo/chief Investment Officer | 08/2013 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
23 Feb 24
13F-HR
Quarterly holdings report by institutional manager
10 Feb 23
13F-HR
Quarterly holdings report by institutional manager
2 Nov 22
13F-HR
Quarterly holdings report by institutional manager
11 Jul 22
13F-HR
Quarterly holdings report by institutional manager
12 Apr 22
13F-HR
Quarterly holdings report by institutional manager
26 Jan 22
13F-HR
Quarterly holdings report by institutional manager
8 Nov 21
13F-HR
Quarterly holdings report by institutional manager
9 Aug 21
13F-HR
Quarterly holdings report by institutional manager
11 May 21
13F-HR
Quarterly holdings report by institutional manager
8 Feb 21