CGAA

Overview

The firm is a small, corporation-structured advisory practice managed by an individual owner. It serves a narrow client base and delivers portfolio management services while charging fees as a percentage of assets under management. The adviser is not positioned as an ESG specialist, does not operate across multiple states for advisory purposes, and does not act as a capital allocator or pension consultant. Its public regulatory footprint is limited, and the firm maintains ties to a broker-dealer and an insurance company for industry activities. Investment activity centers on pooled public vehicles rather than direct-stock or broad alternative allocations. The practice appears built around a single, high-value relationship, favoring mutual funds and other public pooled funds to implement asset allocation and manager exposure rather than constructing bespoke liquid alternative sleeves or private-market commitments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices