Cpmg, Inc.
- Regulatory AUM
- $856M
- Discretionary
- $856M
- Clients
- 26
- Avg AUM / client
- $32.9M
- Accounts
- 26
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 26 | $856M | 100.0% |
Private funds (25)
View all →Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $1.1B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| White Tailed Ptarmigan, Lp | Private Equity Fund | Texas | $211M | 55 |
| Bearded Reedling, Lp | Private Equity Fund | Texas | $171M | 55 |
| Cotinga, Lp | Private Equity Fund | Texas | $101M | 49 |
| Yellow Warbler, L.P. | Private Equity Fund | Texas | $86.8M | 8 |
| Roadrunner Fund, L.P. | Private Equity Fund | Texas | $75.1M | 7 |
| Gallopavo, Lp | Private Equity Fund | Texas | $62.7M | 5 |
| Mallard Fund, L.P. | Private Equity Fund | Texas | $47.6M | 7 |
| Whimbrel Partners, Lp | Private Equity Fund | Texas | $44.5M | 63 |
| Canary Partners, Lp | Private Equity Fund | Texas | $42.3M | 32 |
| Killdeer Fund, L.P. | Private Equity Fund | Texas | $41.7M | 1 |
| Oriole, Lp | Private Equity Fund | Texas | $40.5M | 59 |
| Manakin, Lp | Private Equity Fund | Texas | $35.6M | 43 |
| Snowy Owl, Lp | Private Equity Fund | Texas | $28.7M | 58 |
| Motmot, Lp | Private Equity Fund | Texas | $25.6M | 48 |
| Kestrel Fund, L.P. | Private Equity Fund | Texas | $23.8M | 80 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Richard Kent Mcgaughy | Managing Partner | Oct 2004 (22y) | 50% – 75% | |
| Antal Rohit Desai | Managing Partner | Jan 2005 (22y) | 50% – 75% | |
| John Earl Bateman | President/Chief Compliance Officer | May 2006 (20y) | Less than 5% | |
| James William Traweek | Registered representative | Oct 2004 (22y) | ||
| John Alexander Shepard | Registered representative | Dec 2005 (21y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (25, $1.1B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| White Tailed Ptarmigan, Lp | Private Equity Fund | $211M | $0 | 55 |
| Bearded Reedling, Lp | Private Equity Fund | $171M | $0 | 55 |
| Cotinga, Lp | Private Equity Fund | $101M | $0 | 49 |
| Yellow Warbler, L.P. | Private Equity Fund | $86.8M | $0 | 8 |
| Roadrunner Fund, L.P. | Private Equity Fund | $75.1M | $0 | 7 |
| Gallopavo, Lp | Private Equity Fund | $62.7M | $0 | 5 |
| Mallard Fund, L.P. | Private Equity Fund | $47.6M | $0 | 7 |
| Whimbrel Partners, Lp | Private Equity Fund | $44.5M | $0 | 63 |
| Canary Partners, Lp | Private Equity Fund | $42.3M | $0 | 32 |
| Killdeer Fund, L.P. | Private Equity Fund | $41.7M | $0 | 1 |
| Oriole, Lp | Private Equity Fund | $40.5M | $0 | 59 |
| Manakin, Lp | Private Equity Fund | $35.6M | $50.0K | 43 |
| Snowy Owl, Lp | Private Equity Fund | $28.7M | $0 | 58 |
| Motmot, Lp | Private Equity Fund | $25.6M | $50.0K | 48 |
| Kestrel Fund, L.P. | Private Equity Fund | $23.8M | $0 | 80 |
| Nighthawk Partners, Lp | Private Equity Fund | $23.7M | $0 | 2 |
| Bullfinch, Lp | Private Equity Fund | $14.0M | $0 | 16 |
| Cerulean Warbler, Lp | Private Equity Fund | $7.1M | $0 | 18 |
| Petrel Fund, Lp | Private Equity Fund | $6.3M | $0 | 8 |
| Barred Owl Partners, Lp | Private Equity Fund | $5.4M | $0 | 5 |
| Willet Fund, L.P. | Private Equity Fund | $3.6M | $0 | 28 |
| Ibisbill, Lp | Private Equity Fund | $3.3M | $0 | 28 |
| Elepaio Partners, Lp | Private Equity Fund | $2.5M | $0 | 3 |
| Crested Crane, L.P. | Private Equity Fund | $548K | $0 | 6 |
| Garganey, Lp | Private Equity Fund | $0 | $0 | 25 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 5.57 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Morgan Stanley $20.3M (1% of AUM) Oct 2022
- National Financial Services (Fidelity) $19.1M (1% of AUM) Oct 2022
- J.P. Morgan $17.3M (1% of AUM) Oct 2022
- State Street $2.4M (0% of AUM) Mar 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗