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CRG

Legal name: CR GROUP L.P.

CRD 132967File 801-63545
APPROVED
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.21B
Top 25% of cohort (national)
Discretionary AUM
$2.21B
Clients
10
10 accounts
Employees
21
Top 25% of cohort in TX

Identity & registration

ADV Item 1
Organization form
Limited Partnership
Firm type
Registered
SEC region
FWRO
Registration date
Oct 1, 2004
Principal office
1000 MAIN STREET, SUITE 2500, HOUSTON, TX, 77002-6340
Phone
713-209-7350

Assets & accounts

ADV Item 5F
Total regulatory AUM
$2.21B
Discretionary AUM
$2.21B
Non-discretionary AUM
$0
Discretionary accounts
10
Non-discretionary accounts
0
Total accounts
10
AUM per client
$220.8M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles10$2.21B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
Yes
Related Person Custody Cash
Yes
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.