CIGX, LLC

Overview

Cigx, LLC is an independent registered investment adviser operating as a limited liability company that serves both individual/family and institutional clients. The firm operates predominantly on a discretionary basis, providing financial planning, portfolio management for individuals and pooled investment vehicles, pension consulting and even publishing client-facing periodicals. Fee arrangements include a percentage-of-assets model alongside hourly billing for select services. Equities are the stated preference: Cigx shows a material tilt toward non–exchange-traded equity positions, suggesting the firm sources private or restricted-equity opportunities in addition to listed securities. The firm also has a law-firm affiliation on its roster of industry relationships, which may influence how it structures certain client engagements and private placements. Cigx acts as an adviser to at least one pooled vehicle (a small hedge fund) and offers services that support pooled strategies and institutional-style allocations.

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Public Holdings

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Location & Offices