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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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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
- 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.