CRG

RIASEC Registered
Total AUM
$2.2B
Discretionary
$2.2B
100% of AUM
Avg account
$221M
Accounts
10
Employees
21
Advisory reps
6

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

FINTRX

Overview

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

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

1 of 1
  • Luke Duster

    Luke Duster

    Chief Investment OfficerCRD 4191557

Contacts

3 of 5
  • Matthew Rothchild

    Matthew Rothchild

    Senior Compliance ConsultantCRD 5143603

  • Charles Tate

    Chairman & FounderCRD 1524453

  • David Carter

    David Carter

    PartnerCRD 1525131

Unlock 2 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth