Cga Investment Management Inc (New York)

Cga Investment Management Inc is a large advisory firm based in New York. It manages $2.09 billion of regulatory assets for 17 client accounts. It has been registered with the SEC as an adviser since 2001.

Cga Investment Management provides portfolio management for pooled investment vehicles and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Cga Investment Management: assets under management

The assets under management (AUM) of Cga Investment Management Inc is $2.09 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $2.09 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $122.65 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cga Investment Management Inc for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Cga Investment Management Inc

Martin Stuart Avidan has been acting as President since 1 Jul 1997. Jeanmichel Wasterlain joined the executive team most recently as the Managing Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Ltd. Cga Group	100% shareholder	1 Jul 1996	75% - 100%	98-0173536
Kem Henry Blacker	Managing director	1 Aug 1996	Other	4374013
Martin Stuart Avidan	Director	1 Jul 1997	Other	4374380
Landon Dean Parsons	Managing director	1 Aug 1997	Other	4374043
Geoffrey Nicholas Kauffman	Managing director	1 Jan 2000	Other	1760611
Jeanmichel Wasterlain	Managing director	1 Mar 2000	Other	2347483

Based in New York

The principal office where Cga Investment Management Inc performs its advisory services is located at 17 State Street 40 Th Floor, New York, NY 10004, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.