CPMG, INC.

RIASEC RegisteredEst. 2005
Total AUM
$856M
Discretionary
$856M
100% of AUM
Avg account
$32.9M
Accounts
26
Employees
7
Advisory reps
5

Firm details

Headquarters
DALLAS, Texas
CRD number
131417
Registered since
December 14, 2005
Custodians
STATE STREET BANK AND TRUST COMPANY
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Cpmg, Inc. is a corporation that operates as a private equity fund manager and registered investment adviser since 2005. The firm serves institutional clients and functions in roles that include commodity pool operator/commodity trading adviser activities and portfolio management for pooled investment vehicles as well as for businesses and institutions. Its owner type is listed as an individual and its fee model combines a percentage of assets under management with performance-based fees. Cpmg, Inc. does not identify as an active ESG investor and is not designated as a multi-state adviser or a pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • JAMES TRAWEEK

    Chief Investment OfficerCRD 4555539

  • JOHN BATEMAN

    CCO & COOCRD 1409745

Contacts

3 of 3
  • RICHARD MCGAUGHY

    Vice PresidentCRD 4555548

  • JOHN SHEPARD

    ControllerCRD 5074397

  • ANTAL DESAI

    AnalystCRD 4232262

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
4215 W Lovers Ln
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth