FINALITY CP MANAGEMENT LLC

Exempt Reporting AdvisorFINRA MemberEst. 2026
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
Beverly Hills, California
CRD number
324589
Registered since
March 23, 2026

Firm profile

FINTRX

Overview

Finality Cp Management LLC is a small, manager-led investment firm that operates as a limited liability company and functions principally as a commodity pool operator or commodity trading advisor (CPO/CTA). Its public filings and activity profile show the firm acting as sponsor, general partner and managing member of pooled investment vehicles rather than as a multi-state retail adviser. Investment activity centers on private fund management—primarily private equity and hedge fund structures—and the firm uses its sponsor/GP role to control strategy implementation and governance for those vehicles. The firm is not identified as an active ESG investor. The structure and business activities indicate a focus on manager-driven allocations and bespoke fund management rather than broad advisory relationships with retail clients. As a CPO/CTA and pooled-vehicle sponsor, Finality Cp Management LLC is positioned to use derivatives and other trading tools common to commodity pools and hedge strategies while also deploying longer-duration private equity investments through its private funds.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Malhar Oza

    Partner, Chief Operating OfficerCRD 8066748

Contacts

3 of 3
  • Nicholas Tang

    InvestorCRD 6972010

  • Kamal Mokeddem

    General Managing PartnerCRD 7700285

  • ADAM WINNICK

    FounderCRD 3002317

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Beverly Hills, CA

LOS ANGELES

Location

Beverly Hills, CA

Headquartered in Beverly Hills, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
9903 S Santa Monica Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth