CPG CAPITAL ADVISORS, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DALLAS, Texas
CRD number
331261

Firm profile

FINTRX

Overview

Cpg Capital Advisors, LLC operates as a limited liability company, focusing on investment activities that align with its specific interests in private equity. While the firm is not classified under a specific category, it engages in advisory activities that cater to a select client base. Cpg Capital Advisors does not actively participate in ESG investing and does not have affiliations with multi-state advisory networks or pension consulting. The firm is associated with a law firm, indicating a potential focus on legal aspects of investment management.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Contacts

1 of 1
  • Grant Robinson

    PrincipalCRD 7914112

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
5447 Vickery Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth