CPC Management, LLC

RIASEC RegisteredEst. 2021
Total AUM
$428M
Discretionary
$428M
100% of AUM
Avg account
$428M
Accounts
1
Employees
16
Advisory reps
6

Firm details

Headquarters
Kansas City, Missouri
CRD number
313413
Registered since
May 13, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

CPC Management, LLC is an independent registered investment adviser that registered with the SEC in 2021. The firm positions itself as a capital allocator to institutional clients and provides portfolio management for pooled investment vehicles. It also acts in sponsor and general partner roles, serving as an adviser, sponsor, GP and managing member of those pooled vehicles. Compensation is a mix of percentage-of-AUM and performance-based fees, consistent with its role running closed-end or pooled strategies. The firm does not identify as an active ESG investor and is not described as a multistate adviser. Ownership is listed as a combination of domestic entity and individual.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Julie Webb

    Julie Webb

    Chief Financial OfficerCRD 7356945

Contacts

3 of 5
  • Patrick Curran

    Patrick Curran

    PrincipalCRD 7362954

  • Jared Poland

    Jared Poland

    PrincipalCRD 7362962

  • Jr. Smith

    Jr. Smith

    PrincipalCRD 4613992

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Kansas City, MO

Jackson

Location

Kansas City, MO

Headquartered in Kansas City, MO, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.

Metro area
Kansas City-Overland Park-Kansas City, MO-KS
Region
Midwest
County
Jackson
Address
1511 Baltimore Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth