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Cmea Development Company LLC (San Francisco)


Cmea Development Company LLC is a large advisory firm based in San Francisco. It manages $403.71 million of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of California.

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Cmea Development Company provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Cmea Development Company: assets under management

The assets under management (AUM) of Cmea Development Company LLC is $403.71 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $403.71 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $50.46 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cmea Development Company LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Thomas R Baruch Owner 1 Nov 2006 75% - 100% 6048390

Based in San Francisco

The principal office where Cmea Development Company LLC performs its advisory services is located at The Presidio Of San Francisco, One Letterman Drive, San Francisco, CA 94129, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-352-1520 or by fax 415-352-1524. The normal business hours are 8am - 5pm on Monday - Friday. You can find more information about the New York firm at cmea.com.


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