CPC Management, LLC
Firm details
- Headquarters
- Kansas City, Missouri
- CRD number
- 313413
- Registered since
- May 13, 2021
- Website
- www.cpc.llc
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Julie Webb
Chief Financial OfficerCRD 7356945
Contacts
3 of 5
Patrick Curran
PrincipalCRD 7362954

Jared Poland
PrincipalCRD 7362962

Jr. Smith
PrincipalCRD 4613992
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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