C Pas LLC is a related adviser based in Lansing. It manages $64.27 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Michigan.
C Pas provides portfolio management for businesses and institutional clients and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of C Pas LLC is $64.27 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 4185% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay C Pas LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Jeffrey James Phillips has served as the Chief Investment Officer since 1 Sep 2008 and Steve Davis Kelly is the Chief Executive Officer of C Pas LLC family office. Nicole Anne Spitzley joined the executive team most recently as the Chief Compliance Officer.
The principal office where C Pas LLC performs its advisory services is located at 4086 Legacy Parkway, Lansing, MI 48911 4261, which is also the mailing address of the firm. An additional office of the firm is in Saginaw, MI. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 1-517-316-2400 or by fax 1-517-316-2401. The normal business hours are 8:00 - 5:00 on Monday - Friday.