CRAMER ROSENTHAL MCGLYNN LLC
SEC RegisteredOpportunity. Consistency. Conviction.
About the firm
Cramer Rosenthal McGlynn, LLC is a 100% employee owned U.S. value equity manager with a focus in the Small/Mid & Mid-Cap space. As of the most recent quarter-end, the firm manages over $2 billion for institutions and individuals, following a time-tested investment philosophy since 1973. Strategies are offered as separate accounts, mutual funds, UCITS, and private funds.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
U.S. value equity investment management offered through separate accounts, mutual funds, UCITS, and private funds, with a focus on small/mid and mid-cap equities.
Who they serve
Institutions and individuals
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 163 | $31M |
| High Net Worth Individuals | 80 | $192M |
| Pension/Profit Sharing Plans | 5 | $143M |
| Charitable Organizations | 7 | $22M |
0 total clients reported on Form ADV.
Leadership
Office locations
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Small Cap Value Separate Accounts - Tier 1 | 0.85% |
| Small Cap Value Separate Accounts - Tier 2 | 0.70% |
| Small Cap Value Separate Accounts - Tier 3 | 0.60% |
| Small/Mid Cap Value Separate Accounts - Tier 1 | 0.85% |
| Small/Mid Cap Value Separate Accounts - Tier 2 | 0.65% |
| Small/Mid Cap Value Separate Accounts - Tier 3 | 0.50% |
| Mid Cap Value Separate Accounts - Tier 1 | 0.75% |
| Mid Cap Value Separate Accounts - Tier 2 | 0.60% |
| Mid Cap Value Separate Accounts - Tier 3 | 0.40% |
| All Cap Value Separate Accounts - Tier 1 | 1.00% |
| All Cap Value Separate Accounts - Tier 2 | 0.75% |
| Long/Short Opportunities Separate Accounts | 1.50% |
| Balanced Products Separate Accounts | 0.75% |
| Fixed Income Separate Accounts | 0.40% |
Data as of April 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CRAMER ROSENTHAL MCGLYNN LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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