Corporate Responsibility Management LLC is a related adviser based in Greenwich. It manages $3.7 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Connecticut and Illinois.
Corporate Responsibility Management provides portfolio management for individuals and small businesses and 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.
The assets under management (AUM) of Corporate Responsibility Management LLC is $3.7 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Corporate Responsibility Management LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Michael Patrick Castine has been acting as President since 1 Mar 2003. Dover Management Llc joined the executive team most recently as the Owner.
The principal office where Corporate Responsibility Management LLC performs its advisory services is located at 140 Greenwich Avenue, Greenwich, CT 06830, 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 203-769-4100 or by fax 203-769-4101. The normal business hours are 9:00-5:00 on Monday - Friday. You can find more information about the New York firm at www.doverllc.com.