Cpc Management, Llc
- Regulatory AUM
- $428M
- Discretionary
- $428M
- Clients
- 1
- Avg AUM / client
- $428M
- Accounts
- 1
- Employees
- 16
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 1 | $428M | 100.0% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Oct 2024 · $454M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Cpc, Llc | Other Private Fund | Kansas | $454M | 62 |
People (11)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Curran, Patrick, Wiley | Manager And Member, Chariman Of The Board | Mar 2021 (5y) | Less than 5% | |
| Poland, Jared, Ellis | Manager, Vice President And Assistant Secretary | Mar 2021 (5y) | Less than 5% | |
| Smith, Jr., Robert, Louis | Manager And President | Mar 2021 (5y) | Less than 5% | |
| Swartzman, Steven, E | Manager And Vice President | Mar 2021 (5y) | Less than 5% | |
| Webb, Julie, R | Chief Financial Officer, Chief Compliance Officer, And Treasurer | Mar 2021 (5y) | Less than 5% | |
| Dunn, Timothy, S. | Board Member | Oct 2022 (4y) | GP / trustee / elected manager of Cpc, Llc (indirect) | |
| Healy, Patrick, Francis | Board Member | Oct 2022 (4y) | GP / trustee / elected manager of Cpc, Llc (indirect) | |
| Murphy, Timothy, R. | Board Member | Oct 2022 (4y) | GP / trustee / elected manager of Cpc, Llc (indirect) | |
| Ward, Brian, C. | Board Member | Oct 2022 (4y) | GP / trustee / elected manager of Cpc, Llc (indirect) | |
| Jeff William Konnesky | Board Member | Mar 2024 (2y) | GP / trustee / elected manager of Cpc, Llc (indirect) | |
| Ottomanelli, Lisa, E | Chief Legal Officer And Secretary | Oct 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Cpc, Llc | Member | Oct 2022 | A | 75% or more |
| Jared E Poland Trust Dated 3/10/21 | Member | Mar 2021 | A | Less than 5% |
| Robert L. Smith, Jr. Revocable Trust Dated July 23, 2018 | Member | Mar 2021 | A | Less than 5% |
| Steven Swartzman Revocable Trust Dated July 2, 2001 | Member | Mar 2021 | A | Less than 5% |
| Curran Companies, Llc | Member | Jan 2002 | B | ≈ 9.38% – 37.5% via C One, Llc |
| D. Patrick Curran Irrevocable Trust Of 2012 | Member | Jan 2002 | B | ≈ 9.38% – 37.5% via C One, Llc |
| C One, Llc | Member | Oct 2022 | B | ≈ 18.75% – 50% via Cpc, Llc |
| Frankenberg, Richard, Jay | Board Member | Mar 2023 | B | GP / trustee / elected manager of Cpc, Llc (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Curran Companies, Llc: 50% – 75% of C One, Llc × 25% – 50% of Cpc, Llc × 75% – 100% direct ≈ 9.38% – 37.5% of the firm
- D. Patrick Curran Irrevocable Trust Of 2012: 50% – 75% of C One, Llc × 25% – 50% of Cpc, Llc × 75% – 100% direct ≈ 9.38% – 37.5% of the firm
- C One, Llc: 25% – 50% of Cpc, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
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 (1, $454M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Cpc, Llc | Other Private Fund | $454M | $75.0K | 62 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/01/2026 | 1.35 MB | 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
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having 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: May 01, 2026.
View current Form ADV (SEC/IAPD) ↗