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COMMUNITY INVESTMENT MANAGEMENT LLC

SAN FRANCISCO, CA · CRD 174204 · IAPD ↗ · 415-857-3233

$1.47BRegulatory AUM
31Advisory reps
39Employees
0Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — COMMUNITY INVESTMENT MANAGEMENT LLC added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
51
April 2026 — COMMUNITY INVESTMENT MANAGEMENT LLC reported RAUM up 35% ($1.09B -> $1.47B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
40
April 2025 — COMMUNITY INVESTMENT MANAGEMENT LLC added office(s): 2 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2025 — COMMUNITY INVESTMENT MANAGEMENT LLC grew from 19 to 27 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2025 — COMMUNITY INVESTMENT MANAGEMENT LLC crossed $1B in regulatory AUM ($892.3M -> $1.09B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
38
April 2024 — COMMUNITY INVESTMENT MANAGEMENT LLC added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
April 2024 — COMMUNITY INVESTMENT MANAGEMENT LLC reported RAUM up 36% ($655.8M -> $892.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
59
April 2024 — COMMUNITY INVESTMENT MANAGEMENT LLC grew from 13 to 19 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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