# CPC Management, LLC

> CPC Management, LLC is an SEC-registered investment advisory firm in Kansas City, MO, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated October 1, 2026.

- CRD: 313413
- Filed as: CPC MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Kansas City, MO
- Filing period: October 2026
- Form ADV filing dated: October 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/313413
- AdvisorCensus page: https://advisorcensus.com/firm/cpc-management-llc-kansas-city-mo-313413

## Quick answers

**How is CPC Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), CPC Management, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is CPC Management, LLC located?**
CPC Management, LLC's principal office is in Kansas City, MO, according to its Form ADV.

**Is CPC Management, LLC registered with the SEC or a state?**
CPC Management, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 313413.

**How much does CPC Management, LLC manage?**
CPC Management, LLC reports $428,027,880 in regulatory assets under management in its Form ADV filing dated October 1, 2026 (100% discretionary).

**How have CPC Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for CPC Management, LLC: Regulatory assets under management: $190,452,000 in the October 2021 data and $428,027,880 in the October 2026 data, up 125%. Total employees: 11 in October 2021 and 16 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does CPC Management, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1).

**Does CPC Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/313413

**Does CPC Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 30, 2026 says: "The required minimum amount for investment in CPC is $5,000,000 provided that capital commitments for lesser amounts may be accepted by the Board in its discretion"

**What changed in CPC Management, LLC's recent Form ADV filings?**
In the June 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Account minimum: $5,000,000 (the brochure says it may be waived or negotiated)

> The required minimum amount for investment in CPC is $5,000,000 provided that capital commitments for lesser amounts may be accepted by the Board in its discretion

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $428,027,880
- Discretionary: $428,027,880
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $428,027,880 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 16 total, 16 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cpc.llc
- LinkedIn @cpc-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $190,452,000 | 11 | September 7, 2021 |
| October 2022 | $228,852,000 | 15 | March 30, 2022 |
| October 2023 | $425,236,961 | 19 | May 3, 2023 |
| October 2024 | $454,190,189 | 22 | July 31, 2024 |
| October 2025 | $513,705,044 | 20 | May 19, 2025 |
| October 2026 | $428,027,880 | 16 | October 1, 2026 |

Regulatory assets under management: $190,452,000 in the October 2021 data and $428,027,880 in the October 2026 data, up 125%.
Total employees: 11 in October 2021 and 16 in October 2026.

## Changes in the filing (last 12 months)

### June 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 20 to 16.
- Regulatory assets under management went from $513,705,044 to $428,027,880 (-17%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. CPC Management, LLC (CRD 313413): Form ADV filing data as of October 2026.