CPEC FINANCIAL SERVICES PTY LTD

UUIDc2c3e58a-1c36-5f60-9aee-c4dfbafe9090

TypeASSET_MANAGER

Status—

Created2025-10-23 02:24:00

Updated2025-10-23 02:24:28

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

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SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

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Authority	Identifier	Display	As Of	Confidence
adv_crd	162126	162126	—	1.0
sec_file_number	802-75533	802-75533	—	—

HQ CitySYDNEY, NSW

HQ StateNone

HQ CountryAustralia

AUM (USD)—

AUM As OfNone

Aliases:

As of 2024-09-04 00:00:00 • Source ia09022025-exempt.xlsx

Name	Title	Role	Email	Evidence
CPEC FUNDS MANAGEMENT PTY LTD	SHAREHOLDER	OFFICER	—	{"filing_id": "2013849", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
HADDOCK, JOHN, RICHARD	CONTROLS THE SHAREHOLDING	OFFICER	—	{"filing_id": "2013849", "owner_id": "6041257", "source": "adv_part1", "table": "Schedule_A_B"}
LIBUG PTY LTD	SHAREHOLDER	OFFICER	—	{"filing_id": "2013849", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
LUCAS, MALCOLM, RONALD	CHIEF FINANCIAL OFFICER & DIRECTOR, CPEC FINANCIAL SERVICES, CPEC MANAGEMENT PTY LTD,CPEC 8 MANAGEMENT PTY LTD	OFFICER	—	{"filing_id": "2013849", "owner_id": "7056128", "source": "adv_part1", "table": "Schedule_A_B"}
Wacher, Benjamin, Anthony	SENIOR LEGAL COUNSEL	EMPLOYEE	—	{"filing_id": "2013849", "owner_id": "7315373", "source": "adv_part1", "table": "Schedule_A_B"}

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Relation	Organization	Last Updated	Evidence
No inbound affiliations.