Cim, LLC
CIM, LLC is an asset management and investment advisory firm headquartered in Albany, NY. Founded in 2007, the firm currently oversees hundreds of millions in assets and serves a diverse client base including high net worth individuals, pension and profit sharing plans, charitable organizations, other advisers, and corporations. The team comprises a dozen professionals (primarily investment-focused) who provide discretionary and non-discretionary advisory services. CIM, LLC specializes in managing liquid portfolios and supporting financial growth and retirement solutions for its clients.
Investment Strategy
CIM, LLC offers investment advisory services with a focus on portfolio management for individuals (especially high net worth), pension/profit sharing plans, insurance companies, other advisers, and select organizations. The firm employs both discretionary and non-discretionary approaches, constructing portfolios with diverse holdings across large-cap equities, technology, and other sectors. Their investment philosophy balances risk and return and aims for long-term asset growth through a disciplined selection process and sector diversification.
Top Holdings
Equity Positions (167)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 5.13% | $38.1M | 241,315 | $30.89 | $157.99 | +$9.0M |
S SPOT | SPOTIFY TECHNOLOGY S A | 3.91% | $29.0M | 37,814 | $596.49 | $767.34 | +$16.7M |
I ISTB | ISHARES TR | 3.69% | $27.4M | 563,058 | $49.44 | $48.65 | +$783.6K |
M META | META PLATFORMS INC | 3.56% | $26.4M | 35,808 | $121.53 | $738.09 | +$3.6M |
C CMG | CHIPOTLE MEXICAN GRILL INC | 3.22% | $23.9M | 426,240 | $7.90 | $56.15 | +$2.5M |