RIA Intel›Advisers›Colorado›CCM PARTNERS, LP

CCM PARTNERS, LP

Institutional

N·DENVER, CO

Data as of Jul 27, 2026 · Source: SEC Form ADV

Total AUM

$6.5B

1-Year AUM Growth

+37.8%

3-Year CAGR

+9.3%

Employees

23

Assets Under Management

Total AUM$6.5B

Discretionary AUM$6.2B

Non-Discretionary AUM$337M

Discretionary %94.8%

Total Clients1,217

Team

Total Employees23

Investment Advisers48

Employee Growth (1Y)+25.0%

Filing History

Total Filings on Record58

First FilingJan 24, 2001

Latest FilingJul 27, 2026

🔒 Full AUM trend chart and 58 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CCM PARTNERS, LP

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.