Single Family OfficeRIA · CRD 333339SEC-RegisteredPrivate Fund Adviser

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CL Management Group

CL MANAGEMENT GROUP LLC is an SEC-registered investment adviser in NORTH KANSAS CITY, MO, registered since 2025. It operates under the registration since 2025.

CL Management Group

CL MANAGEMENT GROUP LLC is an SEC-registered investment adviser in NORTH KANSAS CITY, MO, registered since 2025. It operates under the registration since 2025.

General information

Firm type

Single Family Office

Location

Region

North America

Country

United States

Frequently asked questions

What is the origin of the wealth managed by CL Management Group?

The wealth managed by CL Management Group stems from the founding and sale of a prominent clinical research organization by the Li family. The successful exit of this healthcare technology enterprise created the core capital base now stewarded by the family office, with a mandate for long-term preservation and selective growth across asset classes.

Does CL Management Group accept external capital or function as a fund manager?

No. CL Management Group operates exclusively as a single-family office. It does not manage outside capital, sponsor commingled funds, or accept co-investors alongside its direct deals. All investment activity is funded solely by the Li family's own assets, granting the office permanent capital and a flexible, patient mandate.

What is the office's approach to direct venture investing?

CL Management Group typically participates in direct venture rounds for technology and life sciences companies, often entering at early or growth stages. The office leverages the family's operational background in healthcare technology to evaluate clinical and enterprise-focused startups. It is known to hold positions for extended periods without pressure to exit on venture capital fund timelines.

How does the family's operating background influence the investment strategy?

Having built and sold a large clinical research organization, the Li principals bring an operator's perspective to investment decisions. This manifests in a preference for companies that solve complex, regulated problems and in a willingness to engage strategically with portfolio company management. The experience provides a differentiated lens for assessing scale and durability in healthcare and enterprise technology markets.

Does CL Management Group disclose its assets under management or team size?

No. As a private single-family office with no regulatory requirement to file public disclosures, CL Management Group does not publish any information about its assets under management, portfolio composition, or staff headcount. All such figures remain confidential.

What philanthropic activities are associated with CL Management Group?

The Li family maintains a private philanthropic foundation that is structured separately from the investment office. The foundation directs grant-making toward social impact causes, often aligned with the healthcare and technology themes central to the family's wealth creation. This separation preserves the integrity of the investment process while allowing for mission-driven capital deployment.

What distinguishes CL Management Group's investment horizon from a traditional venture capital firm?

The office operates with permanent, proprietary capital and no limited-partner redemption pressures. This allows CL Management Group to underwrite holding periods that can extend well beyond a typical ten-year venture fund cycle, sometimes spanning multiple decades. The structure eliminates the need to sell assets to generate distributions, enabling truly patient capital.

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