Investment adviser · CRD 301887
CCM NEW OPPORTUNITIES, LLC
Investment adviser filing (IA)
MERRIAM, KS, United States · Form ADV filed Mar 23, 2026
- Regulatory AUM
- $1.3M Form ADV · Item 5.F
- Client accounts
- 2 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 4 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 |
|---|---|---|---|
| Other investment advisers | Fewer than 5 | $1,296,970 | 100.0% |
Filing source
Form ADV 2039607 · Mar 23, 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
2 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
EQUITY2 IMPACT FUND, LLCOther Private Fund · Last reported Mar 23, 2026$1.09MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-6943350242
- Reported beneficial owners
- 0
- Minimum commitment
- $100K
Form ADV 2039607 · Mar 23, 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.
EQUITY2 OZ IMPACT FUND, LLCOther Private Fund · Last reported Mar 23, 2026$204KGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-7164260346
- Reported beneficial owners
- 1
- Minimum commitment
- $100K
Form ADV 2039607 · Mar 23, 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: Mar 23, 2026. View historical filings
Reported services
Pooled investment vehicle management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
6700 ANTIOCH, SUITE 250MERRIAM, KS, 66204, United States
CRD 301887
Filing source
Form ADV 2039607 · Mar 23, 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.