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CPR Investments
CPR INVESTMENTS INC is an SEC-registered investment adviser in ROCHESTER, MI, registered since 2017.
CPR Investments
CPR INVESTMENTS INC is an SEC-registered investment adviser in ROCHESTER, MI, registered since 2017. The firm manages approximately $239 million in regulatory assets. It has 24 employees and 24 investment advisers.
General information
Firm type
Single Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Rochester
Corporate office
Miami, FL, United States
Principals
Carlos P. Rodriguez
Founder
Sector focus
Frequently asked questions
Who runs investment decisions at CPR Investments?
Carlos P. Rodriguez, the founder, directly oversees all investment decisions. The firm operates as a single-family office without an external investment committee or publicly named CIO, reflecting a founder-led structure typical of first-generation wealth vehicles.
Where does the underlying wealth at CPR Investments come from?
The corpus originates from the October 2021 sale of Professional Bank, a Florida-chartered community bank, to Seacoast Banking Corporation. Rodriguez was the founder and controlling shareholder. SEC filings from the merger agreement valued the deal at approximately $65 million.
What investment stages does CPR Investments target in venture?
The firm focuses on pre-Seed to Series A rounds, concentrating on companies where Rodriguez's operating experience as a bank CEO provides diligence advantages — primarily FinTech infrastructure and enterprise software. Later-stage growth equity has not been a disclosed focus.
Does CPR Investments participate in fund commitments or only direct deals?
Based on available public records, CPR deploys capital exclusively through direct deals and co-investments rather than fund-of-fund commitments. The private credit sleeve specifically favors direct origination of asset-backed bridge loans, consistent with a founder-operator model.
Is CPR Investments structured as a single family office or does it serve external clients?
It operates as a single-family office for Carlos P. Rodriguez. There is no evidence of multi-family office conversion or external client mandates. The office does not maintain SEC registration as an investment adviser.
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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