Board Member · CPC Management, LLC
David C. Ward
CRD 8264517 · Named on Form ADV at one SEC-registered adviser
At a glance
CPC Management, LLC, an SEC-registered private fund adviser based in Kansas City, MO with $428 million in regulatory assets, lists David C. Ward on its Form ADV as Board Member, a control person.
Firms and roles
- CPC Management, LLCBoard MemberPrivate fund adviser · Kansas City, MO · $428M in regulatory assets
AtlasMembers
David’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (6)
- Patrick W. CurranManager and Member, Chariman of the Board, CPC Management, LLC
- Jared E. PolandManager, Vice President and Assistant Secretary, CPC Management, LLC
- Jr. R. L. SmithManager and President, CPC Management, LLC
- Steven E. SwartzmanManager and Vice President, CPC Management, LLC
- Julie R. WebbChief Administrative Officer, Chief Compliance Officer, and Treasurer, CPC Management, LLC
1 more person named with David on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.