Investment adviser · CRD 131417
CPMG, INC.
Investment adviser filing (IA)
DALLAS, TX, United States · Form ADV filed Mar 30, 2026
- Regulatory AUM
- $856M Form ADV · Item 5.F
- Client accounts
- 26 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 26 | $855,773,000 | 100.0% |
Filing source
Form ADV 2080764 · Mar 30, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
49 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
ARACOS FUND, L.P.Private Equity Fund · Last reported Aug 29, 2019$28.4KGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
LANE GORMAN TRUBITT, LLC
PCAOB 508
J.P. MORGAN SECURITIES LLC
SEC 8-35008
MORGAN STANLEY & CO. LLC
SEC 8-15869
NATIONAL FINANCIAL SERVICES LLC
SEC 8-26740
TEXAS CAPITAL BANK, N.A.
LEI 38PG5GG0OEQK4QMSKE59
J.P. MORGAN SECURITIES LLC
CRD 79 · SEC 8-35008
MORGAN STANLEY & CO. LLC
CRD 8209 · SEC 8-15869
NATIONAL FINANCIAL SERVICES LLC
CRD 13041 · SEC 8-26740
Fund details & source
- Fund ID
- 805-8358872511
- Reported beneficial owners
- 5
- Minimum commitment
- $0
- Form D file number
- 021-131221
Form ADV 1337532 · Aug 29, 2019 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
PLOVER FUND, L.P.Private Equity Fund · Last reported Jan 4, 2021$26KGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
LANE GORMAN TRUBITT, LLC
PCAOB 508
TEXAS CAPITAL BANK, N.A.
LEI 38PG5GG0OEQK4QMSKE59
Fund details & source
- Fund ID
- 805-9658598565
- Reported beneficial owners
- 11
- Minimum commitment
- $0
Form ADV 1473935 · Jan 4, 2021 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
RAPTOR FUND, LPPrivate Equity Fund · Last reported Aug 24, 2023$469Gross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
LANE GORMAN TRUBITT, LLC
PCAOB 508
Fund details & source
- Fund ID
- 805-9992591785
- Reported beneficial owners
- 7
- Minimum commitment
- $0
- Form D file number
- 021-370858
Form ADV 1782896 · Aug 24, 2023 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
TANAGER FUND, L.P.Private Equity Fund · Last reported Jan 4, 2021$248Gross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
LANE GORMAN TRUBITT, LLC
PCAOB 508
TEXAS CAPITAL BANK, N.A.
LEI 38PG5GG0OEQK4QMSKE59
Fund details & source
- Fund ID
- 805-1327046201
- Reported beneficial owners
- 7
- Minimum commitment
- $0
Form ADV 1473935 · Jan 4, 2021 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
SUNBIRD, L.P.Other Private Fund · Last reported Jan 31, 2012$0Gross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-1799844786
- Reported beneficial owners
- 11
- Minimum commitment
- $0
Form ADV 602117 · Jan 31, 2012 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
WARBLER TECHNOLOGIES, L.P.Other Private Fund · Last reported Mar 28, 2017$0Gross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-1040431544
- Reported beneficial owners
- 4
- Minimum commitment
- $0
Form ADV 1095528 · Mar 28, 2017 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
WHITE IBIS, L.P.Other Private Fund · Last reported Mar 28, 2017$0Gross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-2945755069
- Reported beneficial owners
- 41
- Minimum commitment
- $0
Form ADV 1095528 · Mar 28, 2017 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 30, 2026. View historical filings
Reported services
Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets · Performance-based
Principal office
4215 WEST LOVERS LANE, SUITE 100DALLAS, TX, 75209, United States
CRD 131417
Filing source
Form ADV 2080764 · Mar 30, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.