Investment adviser · CRD 334723
CC CAPITAL INSURANCE ADVISORS LLC
Investment adviser filing (IA)
NEW YORK, NY, United States · Form ADV filed Jun 2, 2026
- Regulatory AUM
- $937M Form ADV · Item 5.F
- Client accounts
- 2 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 1 | $599,547,962 | 64.0% |
| Insurance companies | Fewer than 5 | $337,802,583 | 36.0% |
Filing source
Form ADV 2109327 · Jun 2, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
1 Private fundThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
DAINTREE GROUP PARTNERS, LPPrivate Equity Fund · Last reported Jun 2, 2026$600MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
DELOITTE & TOUCHE LLP
PCAOB 1096
Fund details & source
- Fund ID
- 805-7534880285
- Reported beneficial owners
- 6
- Minimum commitment
- $1M
- Form D file number
- 021-553714
Form ADV 2109327 · Jun 2, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Jun 2, 2026. View historical filings
Reported services
Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets
Principal office
200 PARK AVENUE, 58TH FLOORNEW YORK, NY, 10166-0005, United States
CRD 334723
Filing source
Form ADV 2109327 · Jun 2, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.