CL MANAGEMENT GROUP LLC

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
NORTH KANSAS CITY, Missouri
CRD number
333339
Registered since
September 8, 2025

Firm profile

FINTRX

Overview

CL Management Group LLC is an SEC-registered limited liability company that, based on available records, centers its advisory activity on a single private real estate vehicle. The firm is classified as unclassified, is not positioned as a capital allocator, and does not report active ESG investing or multi-state advisory operations. Ownership is described as domestic entity and individual, suggesting a closely held sponsor structure rather than a broad retail advisory platform. Public advisory account activity appears minimal to none; the firm's visible investment presence is centered on its private fund rather than on a roster of retail or institutional advisory clients. The concentrated footprint and single-product focus are consistent with a sponsor-led, boutique operator that sources and manages real estate opportunities for a small group of investors.

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
  • DOUGLAS BLEAM

    Chief Financial Officer & Chief Compliance OfficerCRD 1237495

Contacts

2 of 2
  • Paul POWER

    CRD 8159679

  • JOSEPH PRENGER

    Managing PartnerCRD 8159686

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

NORTH KANSAS CITY, MO

CLAY

Location

NORTH KANSAS CITY, MO

Headquartered in NORTH 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
CLAY
Address
1601 Iron St
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth