CRG FUND MANAGER, LLC

RIASEC RegisteredEst. 2022
Total AUM
$517M
Discretionary
$517M
100% of AUM
Avg account
$103M
Accounts
5
Employees
3
Advisory reps
5

Firm details

Headquarters
CHICAGO, Illinois
CRD number
311944
Registered since
July 28, 2022
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 Fund Manager, LLC is a limited liability company that operates as a private equity fund manager and registered investment adviser (SEC registration year 2022). The firm’s advisory activity centers on portfolio management for pooled investment vehicles; it also serves as sponsor, general partner and managing member of those vehicles. Its client base is institutional, and its fee model combines a percentage-of-AUM component with performance-based fees. The firm identifies as neither an active ESG investor nor a multi-state adviser and does not present itself as a capital allocator. Ownership is reported as a mix of a domestic entity and an individual.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • ELIZABETH CRONIN

    Co-Founder & CFOCRD 7351851

  • Shawn Clark

    Chief Executive OfficerCRD 7119228

Contacts

3 of 3
  • ROBERT CLARK

    TrusteeCRD 7119237

  • DANIEL GILMAN

    Investment AdvisorCRD 2109687

  • CHRISTOPHER MCKEE

    PresidentCRD 7529083

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

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
35 E Wacker Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth