COMMUNITY CAPITAL MANAGEMENT, INC.

HTTP://WWW.CRAFUND.COM WESTON, FL Investment Advisor How do I update this listing?

Community Capital Management is based out of Weston. Community Capital Management is a large advisory firm with 15 clients and discretionary assets under management (AUM) of $2,146,758,894 (Form ADV from 2019-08-21). Their last reported 13F filing for Q3 2019 included $91,474,000 in managed 13F securities and a top 10 holdings concentration of 34.94%. Community Capital Management's largest holding is Microsoft Corp. with shares held of 32,671. Whalewisdom has at least 4 13F filings

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $91.474 Million
  • Prior Market Value $87.196 Million
  • New Purchases20 stocks
  • Additional Purchases51 stocks
  • Sold out of72 stocks
  • Reduced holdings in9 stocks
  • Top 10 Holdings % 34.94 %
  • Turnover % [1]:97.87%
  • Turnover Alt % [2]: 30.58 %
  • Time Held Top20:2.35 quarters
  • Time Held Top10:2.40 quarters
  • Time Held All:2.09 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 2019-08-14

Performance for Q2 2019: 0.13%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

COMMUNITY CAPITAL MANAGEMENT, INC.
2500 WESTON ROAD SUITE 101
WESTON FL    33331
Country: United States

Business Phone: 877-272-1977
Fax: 954-385-9299
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm,Investment advisor to an investment company
Form of Organization: Corporation
Organized in: DE
Number of employees: 25
Other Business Activities: registered representative of a broker-dealer
Advisor Fees/Compensation: Percentage of assets under management,SPECIAL SERVICING FEES & 12B-1 REIMBURSEMENTS
Amount of client funds and securities:
Total Number of Clients: 15
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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COMMUNITY CAPITAL MANAGEMENT, INC.

ownership team - last updated 2019-08-21
Name Title Start Date Direct/Indirect % Ownership
PATRICIA R. (MI ONLY) COHEN IRREVOCABLE TRUST (AUDREY J. (MI ONLY) COHEN, TRUSTEE) OWNER 10/01/2003 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
COMMUNITY CAPITAL MANAGEMENT, INC. OWNER indirect 2003-10-01
CRAFUND ADVISORS INC. OWNER direct 2003-10-01
DOWNES, DAVID, KEITH CHAIR AND DIRECTOR 02/01/2007 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
DELAWARE CAPITAL MANAGEMENT INC DIRECTOR/PRESIDENT/CEO direct 1994-01-01
COMMUNITY CAPITAL MANAGEMENT, INC. VICE CHAIR AND DIRECTOR direct 2007-02-01
RETIREMENT FINANCIAL SERVICES INC CHAIRMAN/PRESIDENT/DIRECTOR direct 1995-11-01 2003-03-24
DELAWARE INTERNATIONAL ADVISERS LTD DIRECTOR direct 1993-06-01 2003-03-31
DELAWARE MANAGEMENT BUSINESS TRUST TRUSTEE, EXECUTIVE VICE PRESIDENT, CFO, COO PRES. OF DMC direct 1998-03-01 2003-07-10
CRAFUND ADVISORS INC. PRESIDENT,CHIEF EXECUTIVE OFFICER AND DIRECTOR direct 2004-02-01 2006-08-01
CRAFUND ADVISORS INC. CHIEF EXECUTIVE OFFICER AND DIRECTOR direct 2007-02-01 2014-09-23
COHEN, TODD, JAY CHIEF EXECUTIVE OFFICER AND DIRECTOR 02/01/2007 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
COMMUNITY CAPITAL MANAGEMENT, INC. CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER AND DIRECTOR direct 2007-02-01
CRAFUND ADVISORS INC. PRESIDENT/DIRECTOR direct 1998-11-01 2003-03-27
CRAFUND ADVISORS INC. DIRECTOR direct 1998-11-01 2003-05-07
COMMUNITY CAPITAL MANAGEMENT, INC. PRESIDENT AND CHIEF INVESTMENT OFFICER direct 2007-02-01 2008-01-04
COMMUNITY CAPITAL MANAGEMENT, INC. PRESIDENT AND CHIEF INVESTMENT OFFICER AND DIRECTOR direct 2007-02-01 2014-09-23
GOLDSTEIN, ALYSSA, DAWN GREENSPAN PRESIDENT AND CHIEF OPERATING OFFICER AND DIRECTOR 05/01/2003 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
COMMUNITY CAPITAL MANAGEMENT, INC. SENIOR VICE PRESIDENT AND PORTFOLIO MANAGER direct 2003-05-01
COMMUNITY CAPITAL MANAGEMENT, INC. PRESIDENT AND CHIEF OPERATING OFFICER AND DIRECTOR direct 2003-05-01
COMMUNITY CAPITAL MANAGEMENT, INC. CHIEF OPERATING OFFICER AND DIRECTOR direct 2003-05-01
COMMUNITY CAPITAL MANAGEMENT, INC. CHIEF OPERATING OFFICER, PORTFOLIO MANAGER AND DIRECTOR direct 2003-05-01
COMMUNITY CAPITAL MANAGEMENT, INC. SENIOR VICE PRESIDENT, PORTFOLIO MANAGER AND DIRECTOR direct 2003-05-01
LITTLE, STEFANIE, JANE CHIEF COMPLIANCE OFFICER 01/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
COMMUNITY CAPITAL MANAGEMENT, INC. CHIEF COMPLIANCE OFFICER direct 2010-01-01
REAL PARTNERS, LLC CHIEF COMPLIANCE OFFICER direct 2012-03-01
PRING/TURNER CAPITAL GROUP, INC. CHIEF COMPLIANCE OFFICER direct 2013-02-01
ADVISORSHARES INVESTMENTS, LLC CHIEF COMPLIANCE OFFICER direct 2013-08-01
ADVISORSHARES ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2014-03-01
BLB & B ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2016-01-01
BRANDYWINE ASSET MANAGEMENT INC. LEGAL COMPLIANCE & HR MANAGER direct 1999-05-01 2004-02-23
BRANDYWINE ASSET MANAGEMENT, LLC DIRECTOR OF LEGAL AND CONTRACT MANAGEMENT direct 1999-05-01 2007-03-13
SPIDER MANAGEMENT COMPANY, LLC CHIEF COMPLIANCE OFFICER direct 2010-12-01 2011-09-27
MALONE, JAMES, HERMAN CHIEF FINANCIAL OFFICER AND DIRECTOR 06/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
COMMUNITY CAPITAL MANAGEMENT, INC. CHIEF FINANCIAL OFFICER direct 2013-06-01
COMMUNITY CAPITAL MANAGEMENT, INC. CHIEF FINANCIAL OFFICER AND DIRECTOR direct 2013-06-01
COOPER, JOHN, SCOTT OWNER 09/01/2014 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
COMMUNITY CAPITAL MANAGEMENT, INC. OWNER direct 2014-09-01
PATRICIA R. (MI ONLY) COHEN IRREVOCABLE TRUST (AUDREY J. (MI ONLY) COHEN, TRUSTEE) OWNER PATRICIA R. (MI ONLY) COHEN IRREVOCABLE TRUST 10/01/2003 Indirect Other
Fund Name Position direct/indirect start date end date
COMMUNITY CAPITAL MANAGEMENT, INC. OWNER indirect 2003-10-01
CRAFUND ADVISORS INC. OWNER direct 2003-10-01

COMMUNITY CAPITAL MANAGEMENT, INC.

ownership team - last updated 2019-03-18
Name Title Start Date Direct/Indirect % Ownership
PATRICIA R. (MI ONLY) COHEN IRREVOCABLE TRUST (AUDREY J. (MI ONLY) COHEN, TRUSTEE) OWNER 10/01/2003 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
COMMUNITY CAPITAL MANAGEMENT, INC. OWNER indirect 2003-10-01
CRAFUND ADVISORS INC. OWNER direct 2003-10-01
DOWNES, DAVID, KEITH CHAIR AND DIRECTOR 02/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
DELAWARE CAPITAL MANAGEMENT INC DIRECTOR/PRESIDENT/CEO direct 1994-01-01
COMMUNITY CAPITAL MANAGEMENT, INC. VICE CHAIR AND DIRECTOR direct 2007-02-01
RETIREMENT FINANCIAL SERVICES INC CHAIRMAN/PRESIDENT/DIRECTOR direct 1995-11-01 2003-03-24
DELAWARE INTERNATIONAL ADVISERS LTD DIRECTOR direct 1993-06-01 2003-03-31
DELAWARE MANAGEMENT BUSINESS TRUST TRUSTEE, EXECUTIVE VICE PRESIDENT, CFO, COO PRES. OF DMC direct 1998-03-01 2003-07-10
CRAFUND ADVISORS INC. PRESIDENT,CHIEF EXECUTIVE OFFICER AND DIRECTOR direct 2004-02-01 2006-08-01
CRAFUND ADVISORS INC. CHIEF EXECUTIVE OFFICER AND DIRECTOR direct 2007-02-01 2014-09-23
COHEN, TODD, JAY CHIEF EXECUTIVE OFFICER AND DIRECTOR 02/01/2007 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
COMMUNITY CAPITAL MANAGEMENT, INC. CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER AND DIRECTOR direct 2007-02-01
CRAFUND ADVISORS INC. PRESIDENT/DIRECTOR direct 1998-11-01 2003-03-27
CRAFUND ADVISORS INC. DIRECTOR direct 1998-11-01 2003-05-07
COMMUNITY CAPITAL MANAGEMENT, INC. PRESIDENT AND CHIEF INVESTMENT OFFICER direct 2007-02-01 2008-01-04
COMMUNITY CAPITAL MANAGEMENT, INC. PRESIDENT AND CHIEF INVESTMENT OFFICER AND DIRECTOR direct 2007-02-01 2014-09-23
GOLDSTEIN, ALYSSA, DAWN GREENSPAN PRESIDENT AND CHIEF OPERATING OFFICER AND DIRECTOR 05/01/2003 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
COMMUNITY CAPITAL MANAGEMENT, INC. SENIOR VICE PRESIDENT AND PORTFOLIO MANAGER direct 2003-05-01
COMMUNITY CAPITAL MANAGEMENT, INC. PRESIDENT AND CHIEF OPERATING OFFICER AND DIRECTOR direct 2003-05-01
COMMUNITY CAPITAL MANAGEMENT, INC. CHIEF OPERATING OFFICER AND DIRECTOR direct 2003-05-01
COMMUNITY CAPITAL MANAGEMENT, INC. CHIEF OPERATING OFFICER, PORTFOLIO MANAGER AND DIRECTOR direct 2003-05-01
COMMUNITY CAPITAL MANAGEMENT, INC. SENIOR VICE PRESIDENT, PORTFOLIO MANAGER AND DIRECTOR direct 2003-05-01
LITTLE, STEFANIE, JANE CHIEF COMPLIANCE OFFICER 01/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
COMMUNITY CAPITAL MANAGEMENT, INC. CHIEF COMPLIANCE OFFICER direct 2010-01-01
REAL PARTNERS, LLC CHIEF COMPLIANCE OFFICER direct 2012-03-01
PRING/TURNER CAPITAL GROUP, INC. CHIEF COMPLIANCE OFFICER direct 2013-02-01
ADVISORSHARES INVESTMENTS, LLC CHIEF COMPLIANCE OFFICER direct 2013-08-01
ADVISORSHARES ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2014-03-01
BLB & B ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2016-01-01
BRANDYWINE ASSET MANAGEMENT INC. LEGAL COMPLIANCE & HR MANAGER direct 1999-05-01 2004-02-23
BRANDYWINE ASSET MANAGEMENT, LLC DIRECTOR OF LEGAL AND CONTRACT MANAGEMENT direct 1999-05-01 2007-03-13
SPIDER MANAGEMENT COMPANY, LLC CHIEF COMPLIANCE OFFICER direct 2010-12-01 2011-09-27
MALONE, JAMES, HERMAN CHIEF FINANCIAL OFFICER AND DIRECTOR 06/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
COMMUNITY CAPITAL MANAGEMENT, INC. CHIEF FINANCIAL OFFICER direct 2013-06-01
COMMUNITY CAPITAL MANAGEMENT, INC. CHIEF FINANCIAL OFFICER AND DIRECTOR direct 2013-06-01
COOPER, JOHN, SCOTT OWNER 09/01/2014 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
COMMUNITY CAPITAL MANAGEMENT, INC. OWNER direct 2014-09-01
PATRICIA R. (MI ONLY) COHEN IRREVOCABLE TRUST (AUDREY J. (MI ONLY) COHEN, TRUSTEE) OWNER PATRICIA R. (MI ONLY) COHEN IRREVOCABLE TRUST 10/01/2003 Indirect Other
Fund Name Position direct/indirect start date end date
COMMUNITY CAPITAL MANAGEMENT, INC. OWNER indirect 2003-10-01
CRAFUND ADVISORS INC. OWNER direct 2003-10-01

COMMUNITY CAPITAL MANAGEMENT, INC.

ownership team - last updated 2017-06-29
Name Title Start Date Direct/Indirect % Ownership
PATRICIA R. (MI ONLY) COHEN IRREVOCABLE TRUST (AUDREY J. (MI ONLY) COHEN, TRUSTEE) OWNER 10/01/2003 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
COMMUNITY CAPITAL MANAGEMENT, INC. OWNER indirect 2003-10-01
CRAFUND ADVISORS INC. OWNER direct 2003-10-01
DOWNES, DAVID, KEITH VICE CHAIR AND DIRECTOR 02/01/2007 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
DELAWARE CAPITAL MANAGEMENT INC DIRECTOR/PRESIDENT/CEO direct 1994-01-01
COMMUNITY CAPITAL MANAGEMENT, INC. VICE CHAIR AND DIRECTOR direct 2007-02-01
RETIREMENT FINANCIAL SERVICES INC CHAIRMAN/PRESIDENT/DIRECTOR direct 1995-11-01 2003-03-24
DELAWARE INTERNATIONAL ADVISERS LTD DIRECTOR direct 1993-06-01 2003-03-31
DELAWARE MANAGEMENT BUSINESS TRUST TRUSTEE, EXECUTIVE VICE PRESIDENT, CFO, COO PRES. OF DMC direct 1998-03-01 2003-07-10
CRAFUND ADVISORS INC. PRESIDENT,CHIEF EXECUTIVE OFFICER AND DIRECTOR direct 2004-02-01 2006-08-01
CRAFUND ADVISORS INC. CHIEF EXECUTIVE OFFICER AND DIRECTOR direct 2007-02-01 2014-09-23
COHEN, TODD, JAY CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER AND DIRECTOR 02/01/2007 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
COMMUNITY CAPITAL MANAGEMENT, INC. CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER AND DIRECTOR direct 2007-02-01
CRAFUND ADVISORS INC. PRESIDENT/DIRECTOR direct 1998-11-01 2003-03-27
CRAFUND ADVISORS INC. DIRECTOR direct 1998-11-01 2003-05-07
COMMUNITY CAPITAL MANAGEMENT, INC. PRESIDENT AND CHIEF INVESTMENT OFFICER direct 2007-02-01 2008-01-04
COMMUNITY CAPITAL MANAGEMENT, INC. PRESIDENT AND CHIEF INVESTMENT OFFICER AND DIRECTOR direct 2007-02-01 2014-09-23
GOLDSTEIN, ALYSSA, DAWN GREENSPAN PRESIDENT AND CHIEF OPERATING OFFICER AND DIRECTOR 05/01/2003 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
COMMUNITY CAPITAL MANAGEMENT, INC. SENIOR VICE PRESIDENT AND PORTFOLIO MANAGER direct 2003-05-01
COMMUNITY CAPITAL MANAGEMENT, INC. PRESIDENT AND CHIEF OPERATING OFFICER AND DIRECTOR direct 2003-05-01
COMMUNITY CAPITAL MANAGEMENT, INC. CHIEF OPERATING OFFICER AND DIRECTOR direct 2003-05-01
COMMUNITY CAPITAL MANAGEMENT, INC. CHIEF OPERATING OFFICER, PORTFOLIO MANAGER AND DIRECTOR direct 2003-05-01
COMMUNITY CAPITAL MANAGEMENT, INC. SENIOR VICE PRESIDENT, PORTFOLIO MANAGER AND DIRECTOR direct 2003-05-01
LITTLE, STEFANIE, JANE CHIEF COMPLIANCE OFFICER 01/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
COMMUNITY CAPITAL MANAGEMENT, INC. CHIEF COMPLIANCE OFFICER direct 2010-01-01
REAL PARTNERS, LLC CHIEF COMPLIANCE OFFICER direct 2012-03-01
PRING/TURNER CAPITAL GROUP, INC. CHIEF COMPLIANCE OFFICER direct 2013-02-01
ADVISORSHARES INVESTMENTS, LLC CHIEF COMPLIANCE OFFICER direct 2013-08-01
ADVISORSHARES ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2014-03-01
BLB & B ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2016-01-01
BRANDYWINE ASSET MANAGEMENT INC. LEGAL COMPLIANCE & HR MANAGER direct 1999-05-01 2004-02-23
BRANDYWINE ASSET MANAGEMENT, LLC DIRECTOR OF LEGAL AND CONTRACT MANAGEMENT direct 1999-05-01 2007-03-13
SPIDER MANAGEMENT COMPANY, LLC CHIEF COMPLIANCE OFFICER direct 2010-12-01 2011-09-27
MALONE, JAMES, HERMAN CHIEF FINANCIAL OFFICER AND DIRECTOR 06/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
COMMUNITY CAPITAL MANAGEMENT, INC. CHIEF FINANCIAL OFFICER direct 2013-06-01
COMMUNITY CAPITAL MANAGEMENT, INC. CHIEF FINANCIAL OFFICER AND DIRECTOR direct 2013-06-01
COOPER, JOHN, SCOTT OWNER 09/01/2014 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
COMMUNITY CAPITAL MANAGEMENT, INC. OWNER direct 2014-09-01
PATRICIA R. (MI ONLY) COHEN IRREVOCABLE TRUST (AUDREY J. (MI ONLY) COHEN, TRUSTEE) OWNER PATRICIA R. (MI ONLY) COHEN IRREVOCABLE TRUST 10/01/2003 Indirect Other
Fund Name Position direct/indirect start date end date
COMMUNITY CAPITAL MANAGEMENT, INC. OWNER indirect 2003-10-01
CRAFUND ADVISORS INC. OWNER direct 2003-10-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
CCM ECONOMIC DEVELOPMENT BOND FUND LLC THE NEW YORK SERIES United States 805-3924330373 Other Private Fund FIXED INCOME 24,169,944 15,000,000

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