Qualified Intermediary
CPEC1031
CPEC1031, LLC
- FEA membership
- FEA unknown
- CES® holders
- Not published on cited pages
- Fidelity bond
- $1,000,000 fidelity bond
- E&O / other cover
- $1,000,000 per occurrence / $3,000,000 aggregate errors and omissions
- How funds are held
- Segregated
- Dual-signature wires
- Wire controls unknown
- Reverse / improvement / DST
- Reverse Yes · Improvement Yes · DST Yes
- Last sourced
- 2026-09-05
Other published coverage
$1,000,000 cyber liability
Fund handling
Homepage states segregated bank escrow accounts and secure handling of client exchange funds. Certificates of insurance and additional operational information are offered upon request.
Who it is for
Nationwide forward, reverse, and build-to-suit/improvement exchanges, including 1031 exchanges involving Delaware Statutory Trusts. Attorney-led Minneapolis QI founded February 9, 1998. President Jeffrey R. Peterson, J.D.
Verdict
CPEC1031 is one of the few regional QIs that currently prints bond and E&O numbers on the homepage: $1M fidelity, $1M/$3M E&O, $1M cyber, plus segregated bank escrow. Those limits are smaller than the title-family QIs and should be read against the size of the hold. Reverse, improvement, and DST-as-replacement-property work are published offerings. FEA membership, named CES® staff, and dual-signature wire control were not on the cited pages — ask for the current declarations, account title, and wire procedures before relying on the insurance marketing.
Notes
CPEC1031, LLC is the public brand of the Minneapolis Qualified Intermediary also identified as Commercial Partners Exchange Company, LLC. The about page states the firm was founded February 9, 1998. President Jeffrey R. Peterson is a Minnesota attorney. Published phone on firm pages: 612-643-1031.
The homepage lists 1031 exchanges involving Delaware Statutory Trusts among the exchange types the firm helps with. A DST interest is typically a securities offering sold through a broker-dealer; CPEC1031’s role in that structure is QI / exchange administration, not sponsorship of the trust. See the site’s QI and DST note.
This listing does not assert FEA company membership or named CES® holders. Jeff Peterson’s public FEA advocacy is not treated as proof of Regular Membership for the company.