Cpmg, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Dallas, TX. Its latest Form ADV filing, dated March 30, 2026, reports $856M in regulatory assets under management, 7 employees, and 26 accounts.
Assets Under Management
$856M
Employees
7
Offices
--
Total Clients
26
Primary office
DALLAS, TX
4215 WEST LOVERS LANE, SUITE 100, DALLAS, TX, United States
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
26
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$856Mas of March 30, 2026
Discretionary100.0%
$856M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$856M
Total Accounts26
10Y AUM Change$-1.4B (-62.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee4:1
10Y Employee Change-5 (-41.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.