# CMG Capital Management Group

CMG Capital Management Group is an Asset Manager based in Malvern, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Malvern, United States
- **Region:** North America
- **Address:** Miami, FL, United States
- **Founded:** 1992
- **Assets under management:** Undisclosed
- **Website:** cmgwealth.com
- **LinkedIn:** https://www.linkedin.com/company/cmg-capital-management-group-inc

## Regulatory record

- **CRD number:** 110750
- **SEC file number:** 801-43455
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-04-24T00:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/110750

## About

CMG Capital Management Group, Inc. is an SEC-registered investment adviser in Malvern, PA, registered since 1993. The firm manages $257 million in assets, with $211 million on a discretionary basis. It has 10 employees and 8 investment advisers.

## Sectors

- Private Credit
- Real Estate
- Hedge Funds
- Secondaries & Special Situations

## People

- Stephen M. Coleman — Founder and CEO

## Questions

### Who runs investment decisions at CMG Capital Management Group?

Stephen M. Coleman, the founder, serves as CEO and chief investment officer. He retains authority over asset allocation and senior investment hires. Before founding CMG in 1992, Coleman worked at Merrill Lynch in institutional sales and trading, experience that shaped the firm's early focus on structured products and manager-of-managers platforms. No public succession plan has been disclosed.

### What investment strategies does CMG Capital Management Group pursue?

CMG deploys capital across private credit, real estate equity, hedge fund strategies, and structured products. The private credit arm originates senior secured loans to lower-middle-market US companies. The real estate group targets value-add multifamily and senior housing acquisitions. Its hedge fund sleeve historically included long/short equity and event-driven sub-strategies. The structured products group has managed CLO equity tranches.

### Does CMG Capital Management Group participate in fund commitments or only direct deals?

CMG operates commingled funds and separately managed accounts spanning its strategy suite. In private credit, the firm structures direct loans through dedicated credit vehicles. The real estate group has used both fund structures and deal-by-deal co-investment models. Its hedge fund sleeve historically included fund-of-funds allocations, though the firm has wound down certain manager-selection vehicles to prioritize direct strategies.

### What is CMG Capital Management Group's institutional client base?

Public pension plans form the core of CMG's institutional client base, with a smaller number of foundations and endowments. The firm has historically marketed its emerging-manager status and alternatives capabilities to allocators seeking diverse general partner relationships. Specific named institutional clients are not publicly disclosed, though the firm's SEC filings confirm a concentrated capital base.

### How is CMG Capital Management Group structured from a succession and governance perspective?

Stephen M. Coleman has served as CEO and CIO since the firm's 1992 founding, creating significant key-person concentration. No public succession plan or named next-generation leadership exists. The firm's concentrated client relationships and founder-led governance model are typical of boutique alternatives managers but present a transition risk that institutional allocators evaluate during operational due diligence.

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- [NewSouth Capital Management](https://altss.com/profile/newsouth-capital-management-inc)
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Last updated: 2026-06-03T20:00:00.000Z

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