CP CAPITAL GROUP LLC
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 331147
Firm profile
FINTRXOverview
CP Capital Group LLC is organized as a limited liability company that appears to function primarily as a sponsor and general partner of pooled investment vehicles. The firm is classified as unclassified in the source data and is identified as having both a domestic-entity and individual ownership structure. It is not described as a multi-state adviser, an active ESG investor, a capital allocator, or a pension consultant. The SEC registration year is not provided.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2CHARLES CALISE
Chief Executive OfficerCRD 6188010
Chelsea Navarro
Chief Financial OfficerCRD 7922963
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DALLAS, TX
DALLAS
Location
DALLAS, TX
Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- DALLAS
- Address
- 1201 Main St
- Time zone
- CT (UTC-6)
- Office locations
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