Updated:
FINALITY CP MANAGEMENT LLC
FINALITY CP MANAGEMENT LLC is an SEC-registered investment adviser in Beverly Hills, CA, registered since 2026. It is based in Beverly Hills, CA.
FINALITY CP MANAGEMENT LLC
FINALITY CP MANAGEMENT LLC is an SEC-registered investment adviser in Beverly Hills, CA, registered since 2026. It is based in Beverly Hills, CA. The firm is registered with the SEC.
General information
Firm type
Single Family Office
Year founded
—
AUM
Undisclosed
Location
Region
—
Country
—
City
—
Corporate office
—
Frequently asked questions
Who controls FINALITY CP MANAGEMENT LLC?
The firm is controlled by Charles G. Phillips, for whom it serves as a single-family office, per Delaware corporate filings. No other principals or investment team members have been publicly named.
What is the source of wealth for FINALITY CP MANAGEMENT LLC?
The underlying wealth originates from Charles G. Phillips, but the specific business or asset that generated the capital has not been publicly disclosed.
Does FINALITY CP MANAGEMENT LLC manage capital for external clients?
The entity is registered as a limited liability company in Delaware, with no SEC registration or public indication that it accepts third-party capital. It is structured as a single-family office.
Has FINALITY CP MANAGEMENT LLC made any disclosed investments?
No portfolio companies, direct investments, fund commitments, or co-investments have been publicly attributed to this entity as of early 2026. Public filings and media searches yield no transactional activity.
Is FINALITY CP MANAGEMENT LLC registered with the SEC?
No SEC filings or Form ADV records connect to FINALITY CP MANAGEMENT LLC. The firm operates below the regulatory threshold for public disclosure, as is common for small family offices.
What sectors does the firm invest in?
No sector preferences have been publicly stated or inferred from any disclosed activity. The firm's investment holdings, if any, are not part of the public record.
How large is the firm in terms of assets?
No AUM figure has been publicly reported for FINALITY CP MANAGEMENT LLC. The firm does not publish financial statements or regulatory filings that would disclose assets under management.
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.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: