CCM NEW OPPORTUNITIES, LLC other names

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Adviser Profile

As of Date:

03/25/2024

Adviser Type:

- Related adviser

Number of Employees:

3

of those in investment advisory functions:

3

Registration:

SEC, Approved, 5/13/2019

AUM:

1,253,415 1.27%

of that, discretionary:

1,253,415 1.27%

Private Fund GAV:

1,253,415 1.27%

Avg Account Size:

626,708 1.27%

SMA’s:

NO

Private Funds:

2

Contact Info

913 xxxxxxx

Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
1M 1M 884K 707K 530K 354K 177K
2019 2020 2021 2022 2023

Recent News



Private Funds Structure

Fund Type Count GAV
Other Private Fund 2 $1,253,415

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Private Funds



Employees




Brochure Summary

Overview

Introduction CCM New Opportunities, LLC (“CCMNO”) was formed in 2019 and specializes providing advisory services and back office support for clients utilizing Qualified Opportunity Funds (“QOF”). CCMNO is a wholly owned subsidiary of Columbia Capital Management, LLC, an SEC registered investment adviser. Jeff White serves as CCMNO’s President and Stacey Walter serves as Chief Compliance Officer. Investment Advisory Services CCM New Opportunities works closely with our clients on the due diligence required to identify and execute the QOF’s investment in Qualified
Opportunity Zone Businesses and Qualified Opportunity Zone Business Property. CCMNO’s current advisory services consist of evaluation, diligence and recommendations of investments of QOF, management of cash awaiting investment, monthly reconciliation QOF bank accounts, and reporting on certain statutory compliance obligations. CCMNO’s services will provide directly or coordinate third-party provision of back office functions, in addition to coordinating tax reporting, and investment reporting. Client Assets As of 12/31/2023, CCMNO managed $1,253,415 on a discretionary basis.