CCM PARTNERS, LP

UUID7c0818d6-a2b3-532a-b439-653524dca9e3

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:49

Updated2025-10-23 02:24:32

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Authority	Identifier	Display	As Of	Confidence
adv_crd	104720	104720	—	1.0
cik	0001002784	1002784	—	—
lei	254900WSISW90KIISU10	254900WSISW90KIISU10	—	—
sec_file_number	801-25205	801-25205	—	—

HQ CityDENVER

HQ StateCO

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

Aliases:

As of 2025-03-31 00:00:00 • Source ia09022025.xlsx

Name	Title	Role	Email	Evidence
CUTTER, CURTIS, BROOKS	TRUSTEE	OFFICER	—	{"filing_id": "2017087", "owner_id": "4909942", "source": "adv_part1", "table": "Schedule_A_B"}
PUSCH, GREGORY, THOMAS	GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER	OFFICER	—	{"filing_id": "2017087", "owner_id": "6043925", "source": "adv_part1", "table": "Schedule_A_B"}
RAINER, INC.	LIMITED PARTNERSHIP	OFFICER	—	{"filing_id": "2017087", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
RFS PARTNERS	GENERAL PARTNER	OFFICER	—	{"filing_id": "2017087", "owner_id": "18119", "source": "adv_part1", "table": "Schedule_A_B"}
RICHARD F SHELTON, INC.	GENERAL PARTNER	OFFICER	—	{"filing_id": "2017087", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
RICHARD F. SHELTON IRREVOCABLE TRUST	CONTROLLING ENTITY	OFFICER	—	{"filing_id": "2017087", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
ROGERS, CELIA, SHELTON	TRUSTEE	OFFICER	—	{"filing_id": "2017087", "owner_id": "4887347", "source": "adv_part1", "table": "Schedule_A_B"}
ROGERS, STEPHEN, CRAIG	TRUSTEE	OFFICER	—	{"filing_id": "2017087", "owner_id": "2329685", "source": "adv_part1", "table": "Schedule_A_B"}
LITTLE BEAR, INC	LIMITED PARTNER	EMPLOYEE	—	{"filing_id": "2017087", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
WALKER, BROOKS	LIMITED PARTNER	EMPLOYEE	—	{"filing_id": "2017087", "owner_id": "4343368", "source": "adv_part1", "table": "Schedule_A_B"}

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Relation	Organization	Last Updated	Evidence
No inbound affiliations.