Investment adviser · CRD 116982

CARGILE INVESTMENT MANAGEMENT

Investment adviser filing (IA)

CARGILE INVESTMENT MANAGEMENT, INC.

MIDLAND, TX, United States · Form ADV filed Mar 24, 2026

Regulatory AUM: $395M
Client accounts: 319
Employees: 3
Advisory professionals: 1

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	58	$294,302,285	74.6%
Corporations & businesses	7	$60,418,814	15.3%
Individuals	138	$21,651,658	5.5%
Investment companies	1	$12,858,167	3.3%
Charities	Fewer than 5	$3,995,196	1.0%
Government entities	Fewer than 5	$1,342,719	0.3%

Filing source

Form ADV 2079158 · Mar 24, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

CARGILE AGGRESSIVE INVESTMENT FUND, LPOther Private Fund · Last reported Mar 21, 2022$86.8KGross asset value

Fund administrator NAV CONSULTING INC OAKBROOK TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor RICHEY MAY & CO ENGLEWOOD, Colorado, United States

Custodian INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States Related to adviser: No

Prime broker INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

RICHEY MAY & CO
PCAOB 673

INTERACTIVE BROKERS LLC
SEC 8-47257

INTERACTIVE BROKERS LLC
CRD 36418 · SEC 8-47257

Fund details & source

Fund ID: 805-2336619045
Reported beneficial owners: 1
Minimum commitment: $250K
Form D file number: 021-201116797

Form ADV 1612042 · Mar 21, 2022 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 24, 2026. View historical filings

Reported services

Individual portfolio management · Investment company portfolio management · Business portfolio management

Compensation

Percentage of assets

Principal office

415 WEST WALL STREET, SUITE 2200
MIDLAND, TX, 79701, United States

CRD 116982

Filing source

Form ADV 2079158 · Mar 24, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.