{
  "crd_number": 331203,
  "slug": "cpi-capital-services-llc-new-york-ny-331203",
  "primary_business_name": "CPI CAPITAL SERVICES LLC",
  "legal_name": "CPI CAPITAL SERVICES LLC",
  "dbas": [],
  "city": "New York",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "exempt",
  "registration_status": "ERA - Active",
  "registration_date": "2025-05-06",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-03-06",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": null,
  "advisory_employees": null,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [],
  "advisory_activities": [],
  "wrap_fee_participant": null,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/331203",
  "city_as_filed": "NEW YORK",
  "url": "https://advisorcensus.com/firm/cpi-capital-services-llc-new-york-ny-331203",
  "display_name": "CPI Capital Services LLC",
  "summary": "CPI Capital Services LLC is an exempt reporting adviser in New York, NY, filing reports since 2025. Exempt reporting advisers do not report regulatory assets under management on Form ADV.",
  "citation": "AdvisorCensus. CPI Capital Services LLC (CRD 331203): Form ADV filing data as of October 2026.",
  "registration_type_label": "Exempt reporting adviser",
  "compensation_labels": [],
  "advisory_activity_labels": [],
  "quick_answers": [
    {
      "q": "Where is CPI Capital Services LLC located?",
      "a": "CPI Capital Services LLC's principal office is in New York, NY, according to its Form ADV."
    },
    {
      "q": "How does CPI Capital Services LLC report to regulators?",
      "a": "CPI Capital Services LLC is an exempt reporting adviser, filing reports since 2025. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 331203."
    },
    {
      "q": "Does CPI Capital Services LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/331203"
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2024-04-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2025-05-06"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2026-03-06"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/cpi-capital-services-llc-new-york-ny-331203.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": false,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/331203",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}