Elliot Gilfarb
Elliot Gilfarb is a registered investment advisor at Community Capital Management, LLC, based in Fort Lauderdale, FL, with 20 years of industry experience. Elliot operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 82 clients with $6.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 0.40% |
| $25.0M - $50.0M | 0.30% |
| $50.0M - $100.0M | 0.25% |
| $100M+ | 0.20% |
This fee schedule is for CCM's impact core fixed income strategy for direct accounts. Minimum account size is $10 million, but may be waived. Fees for sub-advisory accounts and wrap accounts are determined by agreements with the introducing broker-dealer or program sponsor. CCM’s impact mortgage-backed securities strategy has a different fee schedule: First $25,000,000: 0.30%, Next $25,000,000: 0.25%, Next $50,000,000: 0.20%, Balance: 0.15%. The minimum for direct separately managed accounts is $25 million. CCM also provides non-discretionary advice to accounts participating in private lending arrangements with Bold Line Capital, LLC. Fees for participation are: First $100,000,000: 0.30%, Next $100,000,000 to 200,000,000 0.25%, Amounts Over $200,000,000: 0.20%. An access/operations fee of 0.05% is charged on all assets pledged as collateral for Bold Line Capital, LLC SBL.
Fee Estimator
Location
261 North University Drive, Suite 520, Fort Lauderdale, FL, 33324-2009
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Elliot is the Head of Fixed Income at Community Capital Management, Inc., a registered investment advisor, since 2016. He assists with daily portfolio management activities, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Community Capital Management, LLC
Previous Registrations
Foreside Fund Services, LLCBroker
Citco Mutual Fund Distributors, INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations1 state
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