Chief Administrative Officer, Chief Compliance Officer, and Treasurer · CPC Management, LLC
Julie R Webb
CRD 7356945 · 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 Julie R Webb on its Form ADV as Chief Administrative Officer, Chief Compliance Officer, and Treasurer, a control person.
Firms and roles
- CPC Management, LLCChief Administrative Officer, Chief Compliance Officer, and TreasurerPrivate fund adviser · Kansas City, MO · $428M in regulatory assets
AtlasMembers
Julie’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
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
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Colleagues named on the same filings
- 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
- Lisa E OttomanelliChief Legal Officer and Secretary, CPC 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 Julie’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.