Tech stack
No one at Community Capital Management, LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Community Capital Management, LLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
BNY
Per Form ADV · $386M held · filed Jul 2024
UBS
Per Form ADV · $237M held · filed Jul 2024
Northern Trust
Per Form ADV · $188M held · filed Jul 2024
Schwab
Per Form ADV · $182M held · filed Jul 2024
Client File Sharing
