Ccm New Opportunities, LLC

CCM New Opportunities, LLC (CCMNO) is a registered investment adviser specializing in providing advisory services and back-office support for clients utilizing Qualified Opportunity Funds (QOF). Established in 2019, CCMNO is a subsidiary of Columbia Capital Management, LLC. Led by President Jeff White and Chief Compliance Officer Stacey Walter, the firm assists clients in identifying and executing investments in Qualified Opportunity Zone Businesses and Property. As of 12/31/2024, CCMNO managed $1,268,790 on a discretionary basis. Fees are calculated as one percent per annum of assets under management, with a minimum annual fee of $25,000. CCMNO does not have performance-based fee arrangements. The firm primarily serves clients engaged in QOFs investing in Opportunity Zones. Investments are focused on non-public companies, real estate, and equipment in Opportunity Zones, with a risk profile including default, tax, market, interest rate, liquidity, business performance, and statutory risks. CCMNO exercises limited discretionary authority over client accounts, subject to client risk profiles and objectives. The firm does not vote on client securities and does not have custody over client funds or securities. CCMNO maintains a strong financial position with no outstanding debt.