Community Capital Management, LLC

Community Capital Management, LLC, established in 1998, is an investment adviser specializing in providing investment supervisory services on a discretionary or non-discretionary basis. They manage assets for individuals, trusts, corporations, and other entities through direct accounts and wrap programs. Clients can impose reasonable restrictions on investments, but CCM typically exercises full investment discretion. As of December 31, 2024, CCM managed over $6.25 billion in assets. The firm offers impact core fixed income, securitized, and tax-exempt municipals strategies with annual fees based on assets under management. Minimum investment for direct accounts ranges from $10 million to $25 million, with waivers possible. CCM's investment approach focuses on impact investing, including fixed income impact strategies aligned with positive societal outcomes. The firm's risk management includes considerations for fixed income, credit, prepayment, futures, commodities, liquidity, private placement, cybersecurity, market, fair valuation, and disease pandemics. CCM does not receive performance-based fees and acts as a fiduciary, prioritizing client interests. The firm's Code of Ethics ensures integrity and high ethical standards, including pre-clearance for personal trading. CCM's brokerage practices prioritize best execution, and they engage in cross transactions and trade away when necessary. Clients receive regular portfolio monitoring and reporting, and CCM votes proxies in clients' best interests when applicable. The firm's financial information indicates stability and transparency in fee structures.