CGM INVESTMENT MANAGEMENT

CGM INVESTMENT MANAGEMENT is an SEC-registered investment adviser (CRD 114262). Regulatory assets under management: $84.6M.

Registration

• CRD: 114262
• Type: Registered investment adviser
• Phone: 512-586-3133
• Latest filing: 2026-02-17
• Regulatory AUM: $84.6M
• Discretionary AUM: $84.6M
• Clients: 1
• Accounts: 18

Business model

Compensation: % of AUM, Performance.

Clients served: High net worth, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 114262 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search