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Managing Member and Portfolio Manager · JCP Investment Management, LLC

James C. Pappas

CRD 4858317 · Named on Form ADV at one SEC-registered adviser

At a glance

JCP Investment Management, LLC, an SEC-registered wealth manager based in Houston, TX with $252 million in regulatory assets, lists James C. Pappas on its Form ADV as Managing Member and Portfolio Manager, a control person.

Firms and roles

AtlasMembers

James’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
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Matthew S. PowalskiChief Compliance Officer / Chief Financial Officer / Chief Operating Officer, JCP Investment Management, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For James’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.