Cg Asset Management, LLC (New York)

Name: Cg Asset Management, LLC
Address: 805 Third Avenue, Suite 1120, New York, NY, 10022
Telephone: 646-568-4082

Cg Asset Management, LLC is a large advisory firm based in New York. It manages $307.25 million of regulatory assets for 174 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Florida, New Jersey, and New York.

Cg Asset Management provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Cg Asset Management: assets under management

The assets under management (AUM) of Cg Asset Management, LLC is $307.25 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 3% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $307.25 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.77 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Cg Asset Management, LLC for their services and products based on a percentage of assets under management. 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 Cg Asset Management, LLC

Robert Parker Morse has been acting as President since 1 Dec 2013. Inc. Cg Assets joined the executive team most recently as the Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Ian Andrew Mclaughlin	Executive vice president & assistant secretary	1 Oct 2013	Other	4863096
Jian H Wang	Managing director	1 Oct 2013	Other	2632119
Capital Guardian Holding Llc	Member	1 Oct 2013	50% - 75%	94-3459695
Robert Parker Morse	Ceo/chairman/director	1 Dec 2013	50% - 75%	1307653
Michael Richard Linburn	Secretary/cco	1 Dec 2013	Other	309719
Lauren Koby Adelman	Member	1 Oct 2014	Other	5050539
Robert Bradley Morse	Member	1 Aug 2015	Other	4819277
Inc. Cg Assets	Owner	1 Apr 2016	75% - 100%	38-3994772

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Theo Muller	Owner	1 Mar 2014	75% - 100%	6125501
Robert Parker Morse	Chief executive officer	1 Apr 2016	50% - 75%	1307653

Based in New York

The principal office where Cg Asset Management, LLC performs its advisory services is located at 805 Third Avenue, Suite 1120, New York, NY 10022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 646-568-4082 or by fax 646-219-2674. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at cgamllc.com.