Corporate Partners Ii Management Llc
- Regulatory AUM
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- Discretionary
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- Clients
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- Avg AUM / client
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- Accounts
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- Employees
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AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 09, 2026
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Aug 2024 · $29.7M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Corporate Partners Ii Limited | Private Equity Fund | Cayman Islands | $29.5M | 7 |
| Cp Ii Oa Coinvestors Llc | Private Equity Fund | Delaware | $69.7K | 3 |
| Cp Ii Bih Coinvestors Llc | Private Equity Fund | Delaware | $62.3K | 3 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kagan, Jonathan, Hiram | Managing Member | Feb 2005 (22y) | 50% – 75% of Cpxr, Llc (indirect) | |
| Wambold, Ali, Edward | Managing Member | Feb 2005 (22y) | 50% – 75% of Cpxr, Llc (indirect) | |
| Boemo, David, Joseph | Cco, Cfo | Apr 2011 (15y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Corporate Partners Capital, Llc | Managing Member Of Corporate Partners Ii Management Llc | Aug 2015 | A | 75% or more |
| Corporate Partners Ii Holdings Llc | Managing Member Of Cp Ii Aiv Gp Llc | Nov 2006 | A | 75% or more |
| Cpxr, Llc | Managing Member | Aug 2015 | B | 75% or more of Corporate Partners Capital Llc (indirect) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (3, $29.7M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Corporate Partners Ii Limited | Private Equity Fund | $29.5M | $2.0M | 7 |
| Cp Ii Oa Coinvestors Llc | Private Equity Fund | $69.7K | $4.0K | 3 |
| Cp Ii Bih Coinvestors Llc | Private Equity Fund | $62.3K | $3.0K | 3 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/09/2026 | 959 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
Not reported.
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 09, 2026.
View current Form ADV (SEC/IAPD) ↗