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 a limited liability company that registered with the SEC in 2021 and serves institutional clients. The firm’s primary advisory activity is portfolio management for pooled investment vehicles; it also functions in sponsor and general partner roles and as a managing member of pooled vehicles. Ownership is recorded as a mix of a domestic entity and an individual. Fee arrangements combine a percentage-of-AUM component with performance-based fees, consistent with managing incentive-aligned private pools. The firm reports it is not an active ESG investor, is not a multi-state adviser, and does not present itself as a capital allocator or pension consultant.

Assets & Accounts

Investments & Alternatives

Investment profile

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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

    Chief Financial OfficerCRD 7356945

Contacts

3 of 5
  • Jared Poland

    PrincipalCRD 7362962

  • JR. SMITH

    PrincipalCRD 4613992

  • STEVEN SWARTZMAN

    PrincipalCRD 4614007

Unlock 2 more contacts

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