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Capital Portfolio Management L.L.C.

CRD 127372SEC# 801-121651Topeka, KS
Export (members)
No longer SEC-registered. Capital Portfolio Management L.L.C. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$175.2M
Employees
5
Accounts
320
Location
Topeka, KS

Capital Portfolio Management L.L.C. assets under management

Capital Portfolio Management L.L.C. is an SEC-registered investment adviser based in Topeka, KS. It reports $175.2 million in regulatory assets under management and employs 5 people.
View on SEC.gov ↗

Capital Portfolio Management L.L.C. owners & executives

3 reported
NameTitleOwnershipSince
Jared Dean Rand ControlChief Compliance OfficerOver 75%2025
Random 5, LLC ControlMember50-75%2011
Jared Dean Rand ControlOwnerOver 75%2011

Frequently asked questions

How much does Capital Portfolio Management L.L.C. manage?

Capital Portfolio Management L.L.C. reports $175.2 million in regulatory assets under management on its Form ADV.

How many employees does Capital Portfolio Management L.L.C. have?

Capital Portfolio Management L.L.C. reports 5 employees.

Where is Capital Portfolio Management L.L.C. located?

Capital Portfolio Management L.L.C. is based in Topeka, KS.

Does Capital Portfolio Management L.L.C. disclose fund performance?

Capital Portfolio Management L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address505 SW Washburn Ave., Topeka, KS 66606-1523
Office hours8:00 a.m. To 5:00 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$175.2M
Non-discretionary$0
Total (RAUM)$175.2M