Cmg Capital Management Group, Inc.
● SEC registered since 1993CRD 110750SEC# 801-43455Malvern, PA
Ranks #4,795 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$256.5M
Fund GAV
$20.4M
Private funds
2
Employees
10
Accounts
951
Location
Malvern, PA
Cmg Capital Management Group, Inc. assets under management
Cmg Capital Management Group, Inc. operates as an SEC-registered investment adviser based in Malvern, PA. The firm has been registered since 1993. It reports $256.5 million in regulatory assets under management and employs 10 people. Cmg Capital Management Group, Inc. manages 2 private funds with combined gross assets of $20.4 million, including Glide Fund Series, LLC Evolution Trade Finance. By regulatory assets, it ranks 4,795 of 6,004 private fund managers.
Cmg Capital Management Group, Inc. private funds
2 funds · $20.4M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Glide Fund Series, LLC Evolution Trade Finance | Hedge | $11M | $250K |
| Glide Fund Series, LLC Headlands | Hedge | $9.4M | $250K |
Cmg Capital Management Group, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Rory Balfour Riggs | Owner | 10-25% | 2018 |
| Stephen Bruce Blumenthal Control | Ceo / Chief Compliance Officer | Over 75% | 1994 |
| Susan Barr Blumenthal | Owner | 5-10% | 2014 |
Frequently asked questions
How much does Cmg Capital Management Group, Inc. manage?
Cmg Capital Management Group, Inc. reports $256.5 million in regulatory assets under management on its Form ADV.
How many private funds does Cmg Capital Management Group, Inc. manage?
Cmg Capital Management Group, Inc. manages 2 private funds with combined gross assets of $20.4 million.
How many employees does Cmg Capital Management Group, Inc. have?
Cmg Capital Management Group, Inc. reports 10 employees.
Where is Cmg Capital Management Group, Inc. located?
Cmg Capital Management Group, Inc. is based in Malvern, PA and has been SEC-registered since 1993.
Does Cmg Capital Management Group, Inc. disclose fund performance?
Cmg Capital Management Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 75 Valley Stream Parkway, Suite 201, Malvern, PA 19355 |
| Phone | 610-989-9090 |
| Fax | 610-989-9092 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1535790 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$256.5M▲ 2%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 67%
Larger than 33% of 16,271 advisers
AUM vs fund managersTop 80%
Larger than 20% of 6,004 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$256.5Mregulatory AUM
Discretionary $210.5MNon-discretionary $46M