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C&
RIA · CRD 149225SEC-Registered

Updated:

CBG & COMPANY, INC.

CBG & COMPANY, INC. is an SEC-registered investment adviser in Fishers, IN, since 2018. The firm manages approximately $271 million in regulatory assets.

Overview

CBG & COMPANY, INC. is an SEC-registered investment adviser in Fishers, IN, since 2018. The firm manages approximately $271 million in regulatory assets. It has 9 employees and 3 investment advisers.

General information

Firm type

RIA

Frequently asked questions

Who runs investment decisions at CBG & COMPANY, INC.?

No named principals or investment decision-makers are publicly known for CBG & COMPANY, INC. The firm's leadership is not disclosed in any available public records.

Does CBG & COMPANY, INC. invest in direct deals or fund commitments?

The firm's investment approach is not publicly documented. There is no information to confirm whether it engages in direct deals, fund commitments, co-investments, or other strategies.

What is the AUM of CBG & COMPANY, INC.?

The firm does not publicly disclose its assets under management. No third-party estimates are available, and the AUM remains undisclosed.

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