← Tributary

CRCM L.P.

SAN FRANCISCO, CA · CRD 160976 · IAPD ↗ · crcmvc.com · 4155785700

$746.7MRegulatory AUM
4Advisory reps
13Employees
0Clients
0Planning clients
11Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — CRCM L.P. shrank from 7 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
67
April 2025 — CRCM L.P. reported RAUM up 48% ($546.9M -> $808.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.