Cpmg, Inc.

CPMG, Inc. is a Texas-based private investment advisory firm established in 2005, succeeding Cardinal Investment Company, Inc., founded in 1972. The firm specializes in providing investment management services to private pooled investment vehicles and separately managed accounts. CPMG exercises full discretionary authority over investment decisions based on set objectives and guidelines. The firm manages various private pooled investment vehicles and private investment vehicles, including institutional funds primarily benefiting institutional investors. CPMG offers tailored investment advice based on individual client needs and investment objectives. As of December 31, 2024, CPMG had approximately $717,320,000 regulatory assets under management, managed on a discretionary basis. The firm's fee structure varies based on the type of client, with management fees generally payable quarterly in advance. CPMG may receive performance-based fees or allocations, subject to high-water mark limitations. The firm's investment strategies aim to achieve the highest risk-adjusted rate of return through fundamental research and portfolio management, including investments in various securities and derivative instruments. CPMG has adopted a code of ethics, ensuring compliance with applicable laws, preventing misuse of material non-public information, and addressing conflicts of interest related to personal trading. The firm reviews client accounts quarterly, conducts annual audits of the Funds, and has proxy voting policies in place. Client information is protected under the firm's privacy policy, with disclosures made only as permitted by law. For more detailed information, clients can request copies of specific policies and procedures.