AdFi
CM

CPC MANAGEMENT, LLC

SEC Registered

Our mission is to buy, build, and hold great businesses for the long term

KANSAS CITY, MOhttps://cpc.llc816-756-2225
Assets Under Management
$100M–$500M
Employees
16
Office Locations
1 office
Total Accounts
1

About the firm

CPC is owned by large family offices and successful entrepreneurs that are collectively aligned around long-term decision making and wealth creation. CPC does not use enterprise leverage to fund acquisitions, instead focusing management teams to excel in the Five Key Battles®.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

Pooled Vehicles

Areas of expertise

AcquisitionsLong-term InvestingWealth CreationFamily OfficeBusiness BuildingBuy And Hold

Services

Buying, building, and holding businesses for the long term without using enterprise leverage to fund acquisitions.

Who they serve

Client segmentClientsAssets managed
Pension/Profit Sharing Plans1$428M

0 total clients reported on Form ADV.

Leadership

Desmond Patrick Curran
MANAGER AND VICE PRESIDENT
Patrick Wiley Curran
MANAGER AND MEMBER
Harold Merritt Goss
CHIEF LEGAL OFFICER, SECRETARY AND MANAGER
Patrick Francis Healy
CHIEF COMPLIANCE OFFICER , VICE PRESIDENT AND MANAGER
Jared Ellis Poland
MANAGER, VICE PRESIDENT AND ASSISTANT SECRETARY
Jr. Robert Louis Smith
MANAGER AND PRESIDENT
Steven E Swartzman
MANAGER AND VICE PRESIDENT
Julie R Webb
CHIEF FINANCIAL OFFICER AND TREASURER
Patrick Wiley Curran
TRUSTEE
Harold Merritt Goss
TRUSTEE
Patrick Francis Healy
TRUSTEE
Jared Ellis Poland
TRUSTEE
Jr. Robert Louis Smith
TRUSTEE
Steven E Swartzman
TRUSTEE
Llc Cpc
MEMBER
Patrick Wiley Curran
BOARD MEMBER
Patrick Francis Healy
BOARD MEMBER
Jared Ellis Poland
BOARD MEMBER
Jr. Robert Louis Smith
BOARD MEMBER
Steven E Swartzman
BOARD MEMBER
Desmond Patrick Curran
BOARD MEMBER
Llc C-One
MEMBER
Llc Curran Companies
MEMBER
D. Patrick Curran Irrevocable Trust Of 2012
MEMBER
Bradley S. Berger
BOARD MEMBER
Brian C. Ward
BOARD MEMBER
Timothy S. Dunn
BOARD MEMBER
Timothy R. Murphy
BOARD MEMBER
Robert Clay Grant
BOARD MEMBER

Office locations

1 office in 1 state
MO
KANSAS CITYHQ

Regulatory & compliance

CRD number
#313413
SEC Number
801-121215
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Performance-based
Minimum: $5,000,000 (waivable)

Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CPC MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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CPC MANAGEMENT, LLC in KANSAS CITY, MO | AdvisorFinder