CAPITAL PORTFOLIO MANAGEMENT L.L.C.
CRD #127372 SEC #801-121651 TOPEKA, KS 785-271-5555
SEC Registered
Total AUM
$175.2M
Discretionary
$175.2M
Employees
5
Clients
25
Accounts
320
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Kansas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 7, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ORINDGREFF, JOHN, PATRICK | I | PORTFOLIO MANAGER | NA | Control |
| ORINDGREFF, JOHN, PATRICK | I | PORTFOLIO MANAGER | NA | Control |
| ORINDGREFF, JOHN, PATRICK | I | PORTFOLIO MANAGER | NA | Control |
| ORINDGREFF, JOHN, PATRICK | I | PORTFOLIO MANAGER | NA | Control |
| ORINDGREFF, JOHN, PATRICK | I | PORTFOLIO MANAGER AND CCO | NA | Control |
| ORINDGREFF, JOHN, PATRICK | I | PORTFOLIO MANAGER AND CCO | NA | Control |
| ORINDGREFF, JOHN, PATRICK | I | PORTFOLIO MANAGER AND CCO | NA | Control |
| ORINDGREFF, JOHN, PATRICK | I | PORTFOLIO MANAGER AND CCO | NA | Control |
| ORINDGREFF, JOHN, PATRICK | I | PORTFOLIO MANAGER AND CCO | NA | Control |
| ORINDGREFF, JOHN, PATRICK | I | PORTFOLIO MANAGER AND CCO | NA | Control |
| ORINDGREFF, JOHN, PATRICK | I | PORTFOLIO MANAGER AND CCO | NA | Control |
| ORINDGREFF, JOHN, PATRICK | I | PORTFOLIO MANAGER AND CCO | NA | Control |
| RAND, JARED, DEAN | I | PORTFOLIO MANAGER | NA | Control |
| RAND, JARED, DEAN | I | PORTFOLIO MANAGER | NA | Control |
| RAND, JARED, DEAN | I | PORTFOLIO MANAGER | NA | Control |
| RAND, JARED, DEAN | I | PORTFOLIO MANAGER | NA | Control |
| RAND, JARED, DEAN | I | PORTFOLIO MANAGER | NA | Control |
| RAND, JARED, DEAN | I | PORTFOLIO MANAGER | NA | Control |
| RAND, JARED, DEAN | I | PORTFOLIO MANAGER | NA | Control |
| RAND, JARED, DEAN | I | PORTFOLIO MANAGER | NA | Control |
| RAND, JARED, DEAN | I | PORTFOLIO MANAGER | NA | Control |
| RAND, JARED, DEAN | I | PORTFOLIO MANAGER | NA | Control |
| RAND, JARED, DEAN | I | PORTFOLIO MANAGER | NA | Control |
| RAND, JARED, DEAN | I | PORTFOLIO MANAGER | NA | Control |
| REEVES, TODD, ALAN | I | CHIEF COMPLIANCE OFFICER / PORTFOLIO MANAGER | NA | Control |
| REEVES, TODD, ALAN | I | CHIEF COMPLIANCE OFFICER / PORTFOLIO MANAGER | NA | Control |
| REEVES, TODD, ALAN | I | CHIEF COMPLIANCE OFFICER / PORTFOLIO MANAGER | NA | Control |
| REEVES, TODD, ALAN | I | CHIEF COMPLIANCE OFFICER / PORTFOLIO MANAGER | NA | Control |
| STEARMAN, BARBARA, ANN | I | OPERATIONS MANAGER | NA | |
| STEARMAN, BARBARA, ANN | I | OPERATIONS MANAGER | NA | |
| RAND, JARED, DEAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| RAND, JARED, DEAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| O'LUCKY, LLC | DE | MEMBER | D | Control |
| O'LUCKY, LLC | DE | MEMBER | D | Control |
| O'LUCKY, LLC | DE | MEMBER | D | Control |
| ORINDGREFF - S CORP | DE | MEMBER | D | Control |
| ORINDGREFF - S CORP | DE | MEMBER | D | Control |
| ORINDGREFF - S CORP | DE | MEMBER | D | Control |
| ORINDGREFF - S CORP | DE | MEMBER | D | Control |
| ORINDGREFF - S CORP | DE | MEMBER | D | Control |
| RAND - S CORP | DE | MEMBER | D | Control |
| RAND - S CORP | DE | MEMBER | D | Control |
| RAND - S CORP | DE | MEMBER | D | Control |
| RAND - S CORP | DE | MEMBER | D | Control |
| RAND - S CORP | DE | MEMBER | D | Control |
| RANDOM 5, LLC | DE | MEMBER | D | Control |
| RANDOM 5, LLC | DE | MEMBER | D | Control |
| RANDOM 5, LLC | DE | MEMBER | D | Control |
| RANDOM 5, LLC | DE | MEMBER | D | Control |
| RANDOM 5, LLC | DE | MEMBER | D | Control |
| ORINDGREFF - S CORP | DE | MEMBER | C | Control |
| ORINDGREFF - S CORP | DE | MEMBER | C | Control |
| ORINDGREFF - S CORP | DE | MEMBER | C | Control |
| ORINDGREFF - S CORP | DE | MEMBER | C | Control |
| ORINDGREFF, JOHN, PATRICK | I | MEMBER | C | Control |
| ORINDGREFF, JOHN, PATRICK | I | MEMBER | C | Control |
| ORINDGREFF, JOHN, PATRICK | I | MEMBER | C | Control |
| ORINDGREFF, JOHN, PATRICK | I | MEMBER | C | Control |
| ORINDGREFF, JOHN, PATRICK | I | MEMBER | C | Control |
| RAND - S CORP | DE | MEMBER | C | Control |
| RAND - S CORP | DE | MEMBER | C | Control |
| RAND - S CORP | DE | MEMBER | C | Control |
| RAND - S CORP | DE | MEMBER | C | Control |
| RAND, JARED, DEAN | I | MEMBER | C | Control |
| RAND, JARED, DEAN | I | MEMBER | C | Control |
| RAND, JARED, DEAN | I | MEMBER | C | Control |
| RAND, JARED, DEAN | I | MEMBER | C | Control |
| RAND, JARED, DEAN | I | MEMBER | C | Control |
| REEVES - S CORP | DE | MEMBER | C | Control |
| REEVES - S CORP | DE | MEMBER | C | Control |
| REEVES - S CORP | DE | MEMBER | C | Control |
| REEVES - S CORP | DE | MEMBER | C | Control |
| REEVES, TODD, ALAN | I | CHIEF COMPLIANCE OFFICER / MANAGING MEMBER | C | Control |
| REEVES, TODD, ALAN | I | CHIEF COMPLIANCE OFFICER / MANAGING MEMBER | C | Control |
| REEVES, TODD, ALAN | I | CHIEF COMPLIANCE OFFICER / MANAGING MEMBER | C | Control |
| REEVES, TODD, ALAN | I | CHIEF COMPLIANCE OFFICER / MANAGING MEMBER | C | Control |
| REEVES, TODD, ALAN | I | CHIEF COMPLIANCE OFFICER / MANAGING MEMBER | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| ORINDGREFF, JOHN, PATRICK | I | ORINDGREFF - S CORP | E | Control |
| ORINDGREFF, JOHN, PATRICK | I | ORINDGREFF - S CORP | E | Control |
| ORINDGREFF, JOHN, PATRICK | I | ORINDGREFF - S CORP | E | Control |
| ORINDGREFF, JOHN, PATRICK | I | ORINDGREFF - S CORP | E | Control |
| ORINDGREFF, JOHN, PATRICK | I | ORINDGREFF - S CORP | E | Control |
| ORINDGREFF, JOHN, PATRICK | I | ORINDGREFF - S CORP | E | Control |
| ORINDGREFF, JOHN, PATRICK | I | ORINDGREFF - S CORP | E | Control |
| ORINDGREFF, JOHN, PATRICK | I | ORINDGREFF - S CORP | E | Control |
| ORINDGREFF, JOHN, PATRICK | I | ORINDGREFF - S CORP | E | Control |
| ORINDGREFF, JOHN, PATRICK | I | O'LUCKY, LLC | E | Control |
| ORINDGREFF, JOHN, PATRICK | I | O'LUCKY, LLC | E | Control |
| ORINDGREFF, JOHN, PATRICK | I | O'LUCKY, LLC | E | Control |
| RAND, JARED, DEAN | I | RAND - S CORP | E | Control |
| RAND, JARED, DEAN | I | RAND - S CORP | E | Control |
| RAND, JARED, DEAN | I | RAND - S CORP | E | Control |
| RAND, JARED, DEAN | I | RAND - S CORP | E | Control |
| RAND, JARED, DEAN | I | RAND - S CORP | E | Control |
| RAND, JARED, DEAN | I | RAND - S CORP | E | Control |
| RAND, JARED, DEAN | I | RAND - S CORP | E | Control |
| RAND, JARED, DEAN | I | RAND - S CORP | E | Control |
| RAND, JARED, DEAN | I | RAND - S CORP | E | Control |
| RAND, JARED, DEAN | I | RANDOM 5, LLC | E | Control |
| RAND, JARED, DEAN | I | RANDOM 5, LLC | E | Control |
| RAND, JARED, DEAN | I | RANDOM 5, LLC | E | Control |
| REEVES, TODD, ALAN | I | REEVES - S CORP | E | Control |
| REEVES, TODD, ALAN | I | REEVES - S CORP | E | Control |
| REEVES, TODD, ALAN | I | REEVES - S CORP | E | Control |
| REEVES, TODD, ALAN | I | REEVES - S CORP | E | Control |
Registrations
Federal
IA
Feb 7, 2025 REGISTERED
Notice Filings (3)
KS MO TX
Address
505 SW WASHBURN AVE.TOPEKA, KS 66606-1523
United States
Phone: 785-271-5555