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CRAMER ROSENTHAL MCGLYNN LLC

300 First Stamford Place
Suite 440
Stamford, Connecticut 06902
Tel: 212-326-5300

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About CRAMER ROSENTHAL MCGLYNN LLC

CRAMER ROSENTHAL MCGLYNN LLC, formally registered with the SEC as CRAMER ROSENTHAL MCGLYNN LLC. The firm was established in 06/13/1983. They have over 1 offices throughout the country.

CRAMER ROSENTHAL MCGLYNN LLC is a Stamford, Connecticut based Financial Planning firm with nearly $2,205,580,134 assets under management, offering retirement planning & investment advisory services to 140 clients. The firm is staffed with 26 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#107911
SEC#801-55244
Assets Managed by Firm$2,205,580,134
No. of Clients140
No. of Advisors26

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total140$2,205,580,134
High net worth individuals96$212,772,938
Pension and profit sharing plans6$52,827,894
Corporations or other businesses8$81,652,425

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