Cira Scm, LLC is a related adviser based in Philadelphia. It manages $35.3 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of New York and Pennsylvania.
Cira Scm provides manage collateralized debt obligation (cdo). It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Cira Scm, LLC is $35.3 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -99% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Cira Scm, LLC for their services and products based on a percentage of assets under management. 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.
Daniel Gideon Cohen has been acting as President since 1 Jul 2004. Rachael Fink joined the executive team most recently as the Chief Compliance Officer.
The principal office where Cira Scm, LLC performs its advisory services is located at 2929 Arch Street, Philadelphia, PA 19104, 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 215 701-9555 or by fax 215-701-8282. The normal business hours are 8:30 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at ifmi.com.