CIC, LLC

CIC, LLC of MARCO ISLAND, FL is an SEC-registered investment adviser (CRD 311969). Regulatory assets under management: $299.8M.

Registration

• CRD: 311969
• SEC file number: 801-120119
• Type: Registered investment adviser
• Location: 606 BALD EAGLE DRIVE, SUITE 608, MARCO ISLAND, FL, 34145
• Phone: (212) 359-0959
• Latest filing: 2026-04-24
• Regulatory AUM: $299.8M
• Discretionary AUM: $299.8M
• Clients: 2
• Accounts: 14

Business model

Compensation: % of AUM, Fixed.

Clients served: Pooled vehicles, Pensions.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 311969 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search