CBC PARTNERS, LLC
Adviser information for CBC PARTNERS, LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Washington, United States |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-112822 |
|---|---|
| SEC ERA File Number | 802-112822 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 171943 |
| Legal Entity Identifier | None |
Principal Office
2423 196TH AVE SESAMMAMISH
WA
United States
Monday - Friday, 8:00 AM - 5:00 PM
Tel: 425-688-7788, Fax: 425-688-7003
Websites
Chief Compliance Officer
JOHN OTTER
PRESIDENT
2423 196TH AVE SE
SAMMAMISH
WA
United States
Tel:
425-688-7618
Fax:
425-688-7003
J***@*****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| CBC PARTNERS I, LLC | PRIVATE DEBT FUND | $9.1M | $0.2M | 32 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| B HARLOW & ASSOCIATES, LLC | Domestic Entity | – | NON-EXECUTIVE CHAIRMAN | 12/2007 | 10-25% |
| KALAMA, LLC | Domestic Entity | – | MEMBER | 04/2013 | 5-10% |
| LIBERTY FINANCIAL SERVICES, INC. | Domestic Entity | – | MEMBER | 04/2013 | 5-10% |
| Otter, John, Simplot | Individual | – | CHIEF EXECUTIVE OFFICER | 07/2009 | 25-50% |
| Harlow, Bradley, Raines | Individual | B HARLOW & ASSOCIATES, LLC | MEMBER | 11/2001 | 50-75% |
| Lewis-Harlow, Allison | Individual | B HARLOW & ASSOCIATES, LLC | MEMBER | 11/2001 | 50-75% |
| Walters, Charles, E | Individual | KALAMA, LLC | MEMBER | 06/2005 | 25-50% |
| Walters, Mary, Kate | Individual | KALAMA, LLC | MEMBER | 06/2005 | 25-50% |
| Walters, Mark, H | Individual | KALAMA, LLC | MEMBER | 06/2005 | 25-50% |
| Walters, Margaret, A | Individual | KALAMA, LLC | MEMBER | 06/2005 | 25-50% |
| BELL, KENNETH, RICHARDS | Individual | – | DIRECTOR | 04/2013 | 5-10% |