CRG
Firm details
- Headquarters
- Houston, Texas
- CRD number
- 132967
- Registered since
- October 1, 2004
- Website
- crglp.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
CRG is structured as a limited partnership that operates as a private equity fund manager and sponsor. The firm is SEC registered (registration year 2004) and serves institutional clients. Its business mix includes serving as sponsor, general partner, and managing member of pooled investment vehicles, and it provides portfolio management for those pooled vehicles. CRG’s revenue model combines a percentage-of-assets management fee with performance-based fees, and its documented business activities include acting as a CPO/CTA in addition to its private equity work. The firm is not identified as an allocator of outside capital to a broad range of third-party managers.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Luke Duster
Chief Investment OfficerCRD 4191557
Contacts
3 of 5
Matthew Rothchild
Senior Compliance ConsultantCRD 5143603
Charles Tate
Chairman & FounderCRD 1524453

David Carter
PartnerCRD 1525131
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Houston, TX
Harris
Location
Houston, TX
Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Harris
- Address
- 1000 Main St
- Time zone
- CT (UTC-6)
- Office locations
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