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Chief Legal Officer and Secretary · CPC Management, LLC

Lisa E Ottomanelli

CRD 8004352 · 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 Lisa E Ottomanelli on its Form ADV as Chief Legal Officer and Secretary, a control person.

Firms and roles

  • CPC Management, LLCChief Legal Officer and SecretaryPrivate fund adviser · Kansas City, MO · $428M in regulatory assets

AtlasMembers

Lisa’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

  • 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

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