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CPR Financial & Insurance Services
CPR Financial & Insurance Services is a US-based single-family office deploying capital from financial services and insurance wealth.
CPR Financial & Insurance Services
CPR FINANCIAL & INSURANCE SERVICES, INC. is an SEC-registered investment adviser in PROSPER, TX. The firm manages $89 million in assets, $74 million on a discretionary basis. It has 4 employees and 4 investment advisers.
General information
Firm type
Single Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
—
Corporate office
United States
Sector focus
Frequently asked questions
Who runs investment decisions at CPR Financial & Insurance Services?
The principals leading CPR Financial & Insurance Services are not publicly named. The firm appears to be managed internally by a small team, but no specific executives or investment committee members are identified in public records.
How does CPR Financial & Insurance Services source proprietary deal flow?
Given its focus on financial services and insurance, CPR Financial & Insurance Services likely sources proprietary deals through industry networks, direct relationships with insurance carriers, and regulatory changes that create investment opportunities. The firm may also participate in club deals with other family offices.
Is CPR Financial & Insurance Services structured as a single family office or does it operate more like a venture firm?
CPR Financial & Insurance Services is structured as a single-family office, meaning it manages the wealth of a single family. It does not operate as a venture capital firm or multi-family office. Its investment activities are likely tied to the family's long-term capital allocation strategy.
Does CPR Financial & Insurance Services participate in fund commitments or only direct deals?
Public information on CPR Financial & Insurance Services is sparse. Based on typical patterns for family offices rooted in insurance, the firm likely combines direct investments in private companies with commitments to external funds, particularly in private equity and real estate.
What investment stages does CPR Financial & Insurance Services typically target?
CPR Financial & Insurance Services likely targets mature, cash-flow-generating investments rather than early-stage venture. The firm's focus on insurance and financial services suggests a preference for growth equity, buyout, and real asset investments that provide steady returns.
Which sectors does CPR Financial & Insurance Services explicitly avoid?
CPR Financial & Insurance Services does not publicly disclose any excluded sectors. Given its industry background, it may avoid high-tech, unproven sectors lacking regulatory clarity, but this is not confirmed.
Where does the underlying wealth come from?
The wealth behind CPR Financial & Insurance Services originates from the financial services and insurance industries. The specific family or individuals are not publicly identified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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