CPMG, INC.
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2JAMES TRAWEEK
Chief Investment OfficerCRD 4555539
JOHN BATEMAN
CCO & COOCRD 1409745
Contacts
3 of 3RICHARD MCGAUGHY
Vice PresidentCRD 4555548
JOHN SHEPARD
ControllerCRD 5074397
ANTAL DESAI
AnalystCRD 4232262
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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