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Collaborative Portfolio Management, LLC

● SEC registered since 2024CRD 332929SEC# 801-131107Overland Park, KS
Export (members)
Reg. AUM
$146.1M
Employees
4
Accounts
488
Location
Overland Park, KS

Collaborative Portfolio Management, LLC assets under management

Collaborative Portfolio Management, LLC is an investment advisory firm registered with the SEC based in Overland Park, KS. The firm has been registered since 2024. It reports $146.1 million in regulatory assets under management and employs 4 people.
www.cpm-llc.comView on SEC.gov ↗

Collaborative Portfolio Management, LLC owners & executives

4 reported
NameTitleOwnershipSince
John Patrick Orindgreff ControlCcoUnder 5%2024
O'Lucky Inc ControlCorporationOver 75%2011
Resa Ann Thomas ControlOwnerUnder 5%2024
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Frequently asked questions

How much does Collaborative Portfolio Management, LLC manage?

Collaborative Portfolio Management, LLC reports $146.1 million in regulatory assets under management on its Form ADV.

How many employees does Collaborative Portfolio Management, LLC have?

Collaborative Portfolio Management, LLC reports 4 employees.

Where is Collaborative Portfolio Management, LLC located?

Collaborative Portfolio Management, LLC is based in Overland Park, KS and has been SEC-registered since 2024.

Does Collaborative Portfolio Management, LLC disclose fund performance?

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

Contact & registration

Address10985 Cody Street, Suite 140, Overland Park, KS 66210
Phone816-471-5556
Office hours8a.m.-5p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$146.1M
Non-discretionary$0
Total (RAUM)$146.1M