Cpc Management, LLC

SEC-regulated
Registered investment advisor
CPC Management, LLC is a Kansas-based investment adviser registered with the SEC since April 2021. The firm provides investment advice to CPC, a perpetual investment company focusing on privately negotiated control transactions. CPC aims to purchase, grow, and hold durable, capital-efficient operating businesses, primarily in sectors like chemicals, consumer products, and business services. CPC does not have specific diversification restrictions but expects to create a diversified portfolio of eight to ten investments over a five-year period. The firm manages approximately $511 million in regulatory assets under management on a discretionary basis as of December 31, 2024, with one client, CPC. CPC's investment strategy involves risks such as equity and fixed-income securities, private placements, and investments in technology companies. CPC Management has a Code of Ethics to prevent conflicts of interest, and it does not compensate third parties for referrals. The firm has custody of CPC's funds and securities and has full discretionary investment authority. CPC Management has a Corporate Action and Proxy Voting Policy to ensure proxies are voted in the client's best interest. The firm does not have any financial conditions impairing its ability to meet commitments. For more detailed financial information, investors can request audited financial statements prepared in accordance with GAAP.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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