Cpec Financial Services Pty Ltd
SEC-registered
Investment Adviser
CRD 162126
· SEC file 802-75533
· Sydney, Nsw
· WWW.CPECAPITAL.COM
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ADV data as of Aug 19, 2026
- 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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Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Sep 2024 · $225M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Cpec 9, Lp | Private Equity Fund | Australia | $161M | 350 |
| Cpec 8 Trust B | Private Equity Fund | Australia | $63.8M | 20 |
Private funds (2, $225M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Cpec 9, Lp | Private Equity Fund | $161M | $500K | 350 |
| Cpec 8 Trust B | Private Equity Fund | $63.8M | $250K | 20 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 09/08/2025 | 718 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: Aug 19, 2026.
View current Form ADV (SEC/IAPD) ↗