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Cbk Management files as an exempt reporting adviser
New exempt reporting adviser · CRD 343594 · 802-137161 · effective 2026-07-27
Effective 2026-07-27. Advises private funds. Limited Liability Company (CT).
Advises private fundsNo website listed
Contact (from the filing)
The main-office phone, website and address from Form ADV are shown to subscribers. See plans, or open the firm on IAPD.
Who this is for
- Compliance consulting
- RIA software (CRM, portfolio, billing)
- Fund administration & audit
Registration history
- 2026-07-27 — New exempt reporting adviser
- 2026-07-27 — New state-registered adviser