CPMG, Inc. provides investment management services to private pooled investment vehicles and a separately managed account, making investment decisions based on the objectives and guidelines outlined in their governing documents. CPMG has full authority to make investment decisions. The firm tailors its advice to the individual needs of its clients, and clients may impose reasonable restrictions on their accounts.
Assets Under Management$720M
Clients27
Advisors5
Avg. per Client$27M
Avg. per Advisor$140M
Fee Structure
Investment management only (planning not offered)
CPMG manages investments for private investment funds and a separately managed account. The fees for these services are based on a percentage of the assets managed or performance-based allocations. The specific fees are negotiable for separately managed accounts. Clients are also responsible for brokerage and custodial fees.
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