$593.2M Total AUM
$0 Disc. AUM
6.4% 3Y CAGR
4 Employees
42 ADV. Clients
35 yrs Firm Age
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- Custodian
- US Bank
- Clients
- Retail and Institutional
- Platforms
- Ridge
- Established Date
- 04-12-1991
- Office Locations
- 1
Office Locations
770 Lake Cook Road Suite 370 Deerfield IL
About Capital Resource MANAGEMENT,INC.
Capital Resource Management (CRM) is a Deerfield, IL investment advisory providing integrated portfolio management for investors and fiduciaries—trustees and investment committees overseeing sizable assets. The firm builds diversified allocations using public funds and ETFs with a fixed-income focus, and has experience incorporating private funds. Operates across retail and institutional relationships; custodies with U.S. Bank.
Team overview
-- AVG AGE
$296.6M AVG AUM / ADVISOR
$14.1M AVG AUM / CLIENT
28.4 yrs AVG TENURE
4 Employees
2 Advisory Reps
1 RIA Reps
35yrs Firm Age
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Asset Classes
Focus timber Value Delta North
Custodian
Oak bridge
Investment Themes
Ember
Investment Vehicles
Radial
Services
Meridian
Technology
Beacon
Owner & Executives
S
SHERWIN DAVID KOREY
Chief Compliance Officer, President
- CRD
- #1564307
- Ownership
- 75% or more
(721) 905-7022
foundation.crest@valuecapital.com
in linkedin.com/in/value-legacy
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $593,183,813 | $4,783,740 |
| Total | $593,183,813 | $4,783,740 |
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Separately Managed Accounts
Total SMA Asset: $593,183,813
Public Funds:
33.2% Equity - Exchange:
27.2% Private Funds:
11.5% Municipal Bonds:
28.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,483,561,032 | 33.2% |
| Equity - Exchange | $1,215,447,592 | 27.2% |
| Private Funds | $513,884,092 | 11.5% |
| Municipal Bonds | $1,255,664,609 | 28.1% |
| Total | $4,468,557,325 | 100.0% |