CIM INVESTMENT MANGEMENT INC

HTTP://WWW.CIMINVESTS.COM/ PITTSBURGH, PA Investment Advisor How do I update this listing?

CIM Investment Mangement is based out of Pittsburgh. CIM Investment Mangement is a large advisory firm with 41 clients and discretionary assets under management (AUM) of $644,790,309 (Form ADV from 2020-03-30). Their last reported 13F filing for Q1 2020 included $204,398,000 in managed 13F securities and a top 10 holdings concentration of 52.46%. CIM Investment Mangement's largest holding is iShares Core S&P 500 ETF-iShares Core S&P 500 ETF with shares held of 261,455. Whalewisdom has at least 80 13F filings

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03/31/2020

13F Sector Allocation Over Time

03/31/2020

13F Activity

  • Market Value $204.398 Million
  • Prior Market Value $252.606 Million
  • New Purchases20 stocks
  • Additional Purchases105 stocks
  • Sold out of58 stocks
  • Reduced holdings in32 stocks
  • Top 10 Holdings % 52.46 %
  • Turnover % [1]:39.59%
  • Turnover Alt % [2]: 13.61 %
  • Time Held Top20:18.20 quarters
  • Time Held Top10:22.20 quarters
  • Time Held All:14.40 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-02-14

Performance for Q4 2019: 9.08%
Performance Last 4 Quarters: 30.61%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

CIM INVESTMENT MANAGEMENT INC
1302 INVESTMENT BUILDING 239 4TH AVENUE
PITTSBURGH PA    15222
Country: United States

Business Phone: 412-765-2771
Fax: 412-281-2159
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: PA
Number of employees: 9
Other Business Activities: registered municipal advisor
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 41
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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CIM INVESTMENT MANAGEMENT INC

ownership team - last updated 2020-03-30
Name Title Start Date Direct/Indirect % Ownership

CIM INVESTMENT MANAGEMENT INC

ownership team - last updated 2019-03-29
Name Title Start Date Direct/Indirect % Ownership
FISHER, ANDREW, CLAYTON PRESIDENT 01/01/2003 Direct 75% or more
Fund Name Position direct/indirect start date end date
CIM INVESTMENT MANAGEMENT INC PRESIDENT direct 2003-01-01
OUTFITTER FINANCIAL CORP. SHAREHOLDER direct 2006-03-01
CIM INVESTMENT MANAGEMENT INC SECRETARY direct 1994-06-01 2003-01-16
OUTFITTER FINANCIAL CORP. VICE PRESIDENT direct 2006-03-01 2011-02-28
MASLEK, STEVE, MICHAEL CHIEF ADMINISTATIVE OFFICER 06/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
CIM INVESTMENT MANAGEMENT INC CHIEF ADMINISTATIVE OFFICER direct 2008-06-01
CIM INVESTMENT MANAGEMENT INC VICE PRESIDENT direct 2008-06-01
US ASSET MANAGEMENT, LLC PRINCIPAL direct 2002-10-01
US ASSET MANAGEMENT, LLC MEMBER direct 2002-10-01
US ASSET MANAGEMENT, LLC PRINCIPAL, PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 2002-10-01
US ASSET MANAGEMENT, LLC NON OPERATIONAL MEMBER direct 2002-10-01
US ASSET MANAGEMENT, LLC PRINCIPAL, PRESIDENT AND COMPLIANCE CONTROL OFFICER direct 2002-10-01
US ASSET MANAGEMENT, LLC PRESIDENT AND CIO direct 2008-02-01
SMALLS, ANTOINE, LAMONT CHIEF COMPLIANCE OFFICER 03/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
MDL ADVISERS, INC. VICE PRESIDENT OF INVESTMENT OPERATIONS direct 2000-09-01
MDL CAPITAL MANAGEMENT, INCORPORATED VICE PRESIDENT OF INVESTMENT OPERATIONS direct 2000-09-01
CIM INVESTMENT MANAGEMENT INC CHIEF COMPLIANCE OFFICER direct 2010-03-01
SALAMONE, JUSTIN, ROBERT SENIOR VICE PRESIDENT 09/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
CIM INVESTMENT MANAGEMENT INC VICE PRESIDENT direct 2009-09-01
CIM INVESTMENT MANAGEMENT INC SENIOR VICE PRESIDENT direct 2009-09-01

CIM INVESTMENT MANAGEMENT INC

ownership team - last updated 2017-03-31
Name Title Start Date Direct/Indirect % Ownership
FISHER, ANDREW, CLAYTON PRESIDENT 01/01/2003 Direct 75% or more
Fund Name Position direct/indirect start date end date
CIM INVESTMENT MANAGEMENT INC PRESIDENT direct 2003-01-01
OUTFITTER FINANCIAL CORP. SHAREHOLDER direct 2006-03-01
CIM INVESTMENT MANAGEMENT INC SECRETARY direct 1994-06-01 2003-01-16
OUTFITTER FINANCIAL CORP. VICE PRESIDENT direct 2006-03-01 2011-02-28
MASLEK, STEVE, MICHAEL CHIEF ADMINISTATIVE OFFICER 06/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
CIM INVESTMENT MANAGEMENT INC CHIEF ADMINISTATIVE OFFICER direct 2008-06-01
CIM INVESTMENT MANAGEMENT INC VICE PRESIDENT direct 2008-06-01
US ASSET MANAGEMENT, LLC PRINCIPAL direct 2002-10-01
US ASSET MANAGEMENT, LLC MEMBER direct 2002-10-01
US ASSET MANAGEMENT, LLC PRINCIPAL, PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 2002-10-01
US ASSET MANAGEMENT, LLC NON OPERATIONAL MEMBER direct 2002-10-01
US ASSET MANAGEMENT, LLC PRINCIPAL, PRESIDENT AND COMPLIANCE CONTROL OFFICER direct 2002-10-01
US ASSET MANAGEMENT, LLC PRESIDENT AND CIO direct 2008-02-01
SMALLS, ANTOINE, LAMONT CHIEF COMPLIANCE OFFICER 03/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
MDL ADVISERS, INC. VICE PRESIDENT OF INVESTMENT OPERATIONS direct 2000-09-01
MDL CAPITAL MANAGEMENT, INCORPORATED VICE PRESIDENT OF INVESTMENT OPERATIONS direct 2000-09-01
CIM INVESTMENT MANAGEMENT INC CHIEF COMPLIANCE OFFICER direct 2010-03-01
SALAMONE, JUSTIN, ROBERT SENIOR VICE PRESIDENT 09/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
CIM INVESTMENT MANAGEMENT INC VICE PRESIDENT direct 2009-09-01
CIM INVESTMENT MANAGEMENT INC SENIOR VICE PRESIDENT direct 2009-09-01
ROJCEWICZ, MARCIA, MARY VICE PRESIDENT 08/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
CIM INVESTMENT MANAGEMENT INC VICE PRESIDENT direct 2011-08-01
CIM INVESTMENT MANAGEMENT INC DIRECTOR direct 1994-06-01 2009-10-22

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