RIA Intelligence

CEP INVESTMENT MANAGEMENT, LLC

Legal name: CEP INVESTMENT MANAGEMENT

CRD #314645 SEC #802-121356 PHOENIX, AZ 480-896-8946
State Registered Exempt Reporting Private Funds
Total AUM
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Discretionary
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Employees
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Clients
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Accounts
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Firm Details

Organization Type
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State of Formation
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Fiscal Year End
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Registration Date
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Latest Filing
Feb 16, 2024
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
SAMUELS, JONATHAN, RYANIAUTHORIZED PERSONE Control
SAMUELS, JONATHAN, RYANICHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICERE Control
SAMUELS, JONATHAN, RYANICHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICERE Control
SAMUELS, JONATHAN, RYANICHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

ERA
Feb 16, 2024 REGISTERED

Address

2801 E. CAMELBACK RD.
STE. 200
PHOENIX, AZ 85016
United States
Phone: 480-896-8946