CRG

RIASEC RegisteredEst. 2004
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 operates as a limited partnership structured around private equity investing and pooled vehicle management. SEC registration dates back to 2004 and the firm primarily serves institutional clients. It functions as sponsor, general partner, and managing member of pooled investment vehicles and performs portfolio management for those pooled vehicles. CRG also lists CPO/CTA activities among its business operations. Compensation is a mix of asset-based fees and performance fees. The firm does not identify as an active ESG investor and is not described as a multi-state adviser or a capital allocator.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Adam Park

    General Counsel and Chief Compliance OfficerCRD 7894455

  • LUKE DUSTER

    Chief Investment OfficerCRD 4191557

Contacts

3 of 4
  • SCOTT LI

    PartnerCRD 4847091

  • NATHAN HUKILL

    Managing PartnerCRD 4016569

  • DAVID CARTER

    PartnerCRD 1525131

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth