# CPI Capital Services

CPI Capital Services is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 331203
- **SEC file number:** 802-132931
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/331203

## About

CPI CAPITAL SERVICES LLC is an exempt reporting adviser. It is based in New York, NY.

## Questions

### Who are the principals behind CPI Capital Services?

The beneficial owners of CPI Capital Services are not disclosed in any public filing. The firm's business registration with the state does not mandate listing managers or members, a privacy feature common in states that permit anonymous LLC filings. Without a Form ADV or a public-facing executive team page, the identity of the decision-makers and the wealth origin remain entirely private.

### What is CPI Capital Services' known stance on co-investments?

No co-investment activity, club deals, or sidecar vehicles associated with CPI Capital Services have been reported in the financial press or in state-level commercial filings. Many opaque single-family offices do engage in co-investments when their private bank or wealth advisor matches them with a direct opportunity, but any such involvement by this entity is completely undocumented.

## Related profiles

- [PL3 Capital](https://altss.com/profile/pl3-capital-lp)
- [LEGS FINANCIAL](https://altss.com/profile/legs-financial)

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Last updated: 2026-08-14T12:30:00.000Z

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