← 栏目首页 | 数据源：SEC Form ADV Part 1（FOIA 全量数据包）· 该机构最新一次申报（10/30/2024）
CPC MANAGEMENT, LLC · 所有者与执行高管（CRD 313413）
机构事实页：CPC MANAGEMENT, LLC 事实页 → | 官方原文：IAPD firm-summary/313413
Schedule A · 直接所有者（10 条）
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| POLAND, JARED, ELLIS | 个人 | MANAGER, VICE PRESIDENT AND ASSISTANT SECRETARY | 是 | NA |
| CURRAN, PATRICK, WILEY | 个人 | MANAGER AND MEMBER, CHARIMAN OF THE BOARD | 是 | NA |
| JARED E POLAND TRUST DATED 3/10/21 | 境内实体 | MEMBER | — | NA |
| ROBERT L. SMITH, JR. REVOCABLE TRUST DATED JULY 23, 2018 | 境内实体 | MEMBER | — | NA |
| SMITH, JR., ROBERT, LOUIS | 个人 | MANAGER AND PRESIDENT | 是 | NA |
| SWARTZMAN, STEVEN, E | 个人 | MANAGER AND VICE PRESIDENT | 是 | NA |
| WEBB, JULIE, R | 个人 | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER, AND TREASURER | 是 | NA |
| STEVEN SWARTZMAN REVOCABLE TRUST DATED JULY 2, 2001 | 境内实体 | MEMBER | — | NA |
| CPC, LLC | 境内实体 | MEMBER | 是 | E |
| OTTOMANELLI, LISA, E | 个人 | CHIEF LEGAL OFFICER AND SECRETARY | 是 | NA |
Schedule B · 执行高管（16 条）
| 名称 | 职务 | 控制人 |
|---|---|---|
| POLAND, JARED, ELLIS | TRUSTEE | 是 |
| SMITH, JR., ROBERT, LOUIS | TRUSTEE | 是 |
| SWARTZMAN, STEVEN, E | TRUSTEE | 是 |
| CURRAN, PATRICK, WILEY | BOARD MEMBER | 是 |
| HEALY, PATRICK, FRANCIS | BOARD MEMBER | 是 |
| POLAND, JARED, ELLIS | BOARD MEMBER | 是 |
| SMITH, JR., ROBERT, LOUIS | BOARD MEMBER | 是 |
| SWARTZMAN, STEVEN, E | BOARD MEMBER | 是 |
| C-ONE, LLC | MEMBER | 是 |
| CURRAN COMPANIES, LLC | MEMBER | 是 |
| D. PATRICK CURRAN IRREVOCABLE TRUST OF 2012 | MEMBER | 是 |
| WARD, BRIAN, C. | BOARD MEMBER | 是 |
| DUNN, TIMOTHY, S. | BOARD MEMBER | 是 |
| MURPHY, TIMOTHY, R. | BOARD MEMBER | 是 |
| FRANKENBERG, RICHARD, JAY | BOARD MEMBER | 是 |
| KONNESKY, JEFF, WILLIAM | BOARD MEMBER | 是 |
口径：Form ADV 为投资顾问向 SEC/IARD 的申报，所有者与高管为机构自报；本库取该机构在数据区间内的最新一次申报快照（官方数据包截至 2024-12-31），此后的人事变化不在本页反映。持股方式为 ADV 原始代码。
