RIA Intelligence

COLLABORATIVE PORTFOLIO MANAGEMENT, LLC

Legal name: COLLABORATIVE PORTFOLIO MANAGEMENT

CRD #332929 SEC #801-131107 OVERLAND PARK, KS 816-471-5556
SEC Registered
Total AUM
$146.1M
Discretionary
$146.1M
Employees
4
Clients
26
Accounts
488

Firm Details

Organization Type
Limited Liability Company
State of Formation
Kansas
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Nov 12, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ORINDGREFF, JOHN, PATRICKICCONA Control
ORINDGREFF, JOHN, PATRICKICCONA Control
ORINDGREFF, JOHN, PATRICKICCONA Control
ORINDGREFF, JOHN, PATRICKICCONA
ORINDGREFF, JOHN, PATRICKICCONA Control
ORINDGREFF, JOHN, PATRICKICCONA Control
ORINDGREFF, JOHN, PATRICKICCONA Control
THOMAS, RESA, ANNIOWNERNA Control
THOMAS, RESA, ANNIOWNERNA Control
THOMAS, RESA, ANNIOWNERNA Control
THOMAS, RESA, ANNIOWNERNA
THOMAS, RESA, ANNIOWNERNA Control
THOMAS, RESA, ANNIOWNERNA Control
THOMAS, RESA, ANNIOWNERNA Control
O'LUCKY INCDECORPORATIONE Control
O'LUCKY INCDECORPORATIONE Control
O'LUCKY INCDECORPORATIONE Control
O'LUCKY INCDECORPORATIONE Control
O'LUCKY INCDECORPORATIONE Control
O'LUCKY INCDECORPORATIONE Control
O'LUCKY INCDECORPORATIONE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
ORINDGREFF, JOHN, PATRICKIO'LUCKY INCE Control
ORINDGREFF, JOHN, PATRICKIO'LUCKY INCE Control
ORINDGREFF, JOHN, PATRICKIO'LUCKY INCE Control
ORINDGREFF, JOHN, PATRICKIO'LUCKY INCE Control

Registrations

Federal

IA
Nov 12, 2025 REGISTERED

Notice Filings (3)

KS MO TX

Address

10985 CODY STREET
SUITE 140
OVERLAND PARK, KS 66210
United States
Phone: 816-471-5556