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| CMG Capital Management Group Inc
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|---|---|
| CRD # | 110750 |
| SEC # | 801-43455 |
| CIK # | 0001535790 |
| AUM | 256.5 M (2026-04-24) |
| Employees | 10 (80% Investors, 30% Brokers) |
| Fees | |
| Minimum | |
| Phone | 610-989-9090 |
| Address | 75 Valley Stream Parkway Malvern, PA 19355 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($M) |
|---|
| Account Minimums and Types of Clients — Form ADV Part 2A (3/23/2026) [Brochure] |
|---|
Item 7 Types of Clients
Registrant’s clients shall generally include individuals, pension and profit-sharing
plans, trusts, estates and charitable organizations. For Registrant’s Private Wealth
Business, Registrant generally requires a minimum investment of $500,000 per
account. Registrant, in its sole discretion, may charge a lower investment
management cost and/or reduce or waive its minimum investment requirement
based upon certain criteria (e.g., anticipated future earning capacity, anticipated
future additional assets, dollar amount of assets to be managed, related accounts,
account composition, negotiations with client, etc.). |
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Glide Fund Series LLC Evolution Trade Finance | 2025-03-25 | 11.0 M | |
| HF | Glide Fund Series LLC Headlands | 2025-03-25 | 9.4 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 470 | 78.6 |
| (b) Individuals (high net worth individuals) | 66 | 157.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 20.6 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 951 | 256.5 |
| By Discretionary | ||
| Discretionary | 808 | 210.5 |
| Non-Discretionary | 143 | 46.0 |
| Total | 951 | 256.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 256.5 | |
| Total | 951 | 256.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Clients | 1 |
| Serves | Institutional, Retail, Research |
| Fund Types | Hedge Fund |
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