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 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
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 1Julie Webb
Chief Financial OfficerCRD 7356945
Contacts
3 of 5Jared Poland
PrincipalCRD 7362962
JR. SMITH
PrincipalCRD 4613992
STEVEN SWARTZMAN
PrincipalCRD 4614007
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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