Investment adviser · CRD 131417

CPMG, INC.

Investment adviser filing (IA)

DALLAS, TX, United States · Form ADV filed Mar 30, 2026

Regulatory AUM
$856M
Form ADV · Item 5.F
Client accounts
26
Accounts, not individual clients
Employees
7
Reported in this filing
Advisory professionals
2
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles26$855,773,000100.0%
Filing source

Form ADV 2080764 · Mar 30, 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

49 Private funds

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

WRIGHT-HARGREAVES PARTNERS, LPHedge Fund · Last reported Mar 31, 2016$2.41MGross asset value

Form D fundraising filings

Wright-Hargreaves Partners, LP

Auditor LANE GORMAN TRUBITT, LP DALLAS, Texas, United States
Custodian MORGAN STANLEY & CO. LLC NEW YORK, New Mexico, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

MORGAN STANLEY & CO. LLC
SEC 8-15869

Fund details & source
Fund ID
805-7006223058
Reported beneficial owners
10
Minimum commitment
$0
Form D file number
021-196795

Form ADV 1007275 · Mar 31, 2016 · 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.

PINTAIL FUND, L.P.Hedge Fund · Last reported Mar 28, 2017$1.38MGross asset value
Auditor LANE GORMAN TRUBITT LLP DALLAS, Texas, United States
Custodian TEXAS CAPITAL BANK DALLAS, Texas, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-6999697382
Reported beneficial owners
9
Minimum commitment
$0

Form ADV 1095528 · Mar 28, 2017 · 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.

FLAMINGO FUND, L.P.Hedge Fund · Last reported Feb 23, 2022$581KGross asset value

Form D fundraising filings

Flamingo Fund, L.P.

Auditor DELOITTE & TOUCHE LLP DALLAS, Texas, United States
Custodian CITIGROUP GLOBAL MARKETS INC. NEW YORK, New York, United States Related to adviser: No
Custodian J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States Related to adviser: No
Custodian MORGAN STANLEY & CO. LLC NEW YORK, New York, United States Related to adviser: No
Custodian NATIONAL FINANCIAL SERVICES LLC BOSTON, Massachusetts, United States Related to adviser: No
Prime broker CITIGROUP GLOBAL MARKETS INC. NEW YORK, New York, United States
Prime broker J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States
Prime broker MORGAN STANLEY & CO. LLC NEW YORK, New York, United States
Prime broker NATIONAL FINANCIAL SERVICES LLC BOSTON, Massachusetts, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

DELOITTE & TOUCHE LLP
PCAOB 34

CITIGROUP GLOBAL MARKETS INC.
SEC 8-8177

J.P. MORGAN SECURITIES LLC
SEC 8-35008

MORGAN STANLEY & CO. LLC
SEC 8-15869

NATIONAL FINANCIAL SERVICES LLC
SEC 8-26740

CITIGROUP GLOBAL MARKETS INC.
CRD 7059 · SEC 8-8177

J.P. MORGAN SECURITIES LLC
CRD 79 · SEC 8-35008

MORGAN STANLEY & CO. LLC
CRD 8209 · SEC 8-15869

NATIONAL FINANCIAL SERVICES LLC
CRD 13041 · SEC 8-26740

Fund details & source
Fund ID
805-4225095835
Reported beneficial owners
1
Minimum commitment
$0
Form D file number
021-131217

Form ADV 1607596 · Feb 23, 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.

CRESTED CRANE, L.P.Private Equity Fund · Last reported Mar 27, 2024$548KGross asset value

Form D fundraising filings

Crested Crane, LP

Auditor LANE GORMAN TRUBITT, LLC DALLAS, Texas, United States
Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED NEW YORK, New York, United States Related to adviser: No
Custodian NEVADA AGENCY AND TRANSFER COMPANY RENO, Nevada, United States Related to adviser: No
Custodian TEXAS CAPITAL BANK, NA DALLAS, Texas, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

LANE GORMAN TRUBITT, LLC
PCAOB 508

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221

Fund details & source
Fund ID
805-3011193428
Reported beneficial owners
6
Minimum commitment
$0
Form D file number
021-164079

Form ADV 1837540 · Mar 27, 2024 · 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.

CONDIRE RESOURCE OPPORTUNITY FUND, LPHedge Fund · Last reported Mar 31, 2016$339KGross asset value

Form D fundraising filings

Trellus Resource Opportunity Fund, L.P.

Auditor LANE GORMAN TRUBITT LLP DALLAS, Texas, United States
Custodian MORGAN STANLEY & CO. LLC NEW YORK, New York, United States Related to adviser: No
Prime broker MORGAN STANLEY & CO. LLC NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

MORGAN STANLEY & CO. LLC
SEC 8-15869

MORGAN STANLEY & CO. LLC
CRD 8209 · SEC 8-15869

Fund details & source
Fund ID
805-7557632447
Reported beneficial owners
14
Minimum commitment
$250K
Form D file number
021-159457

Form ADV 1007275 · Mar 31, 2016 · 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.

COPPER SUNBIRD, LPHedge Fund · Last reported Mar 31, 2016$274KGross asset value

Form D fundraising filings

Copper Sunbird, LP

Auditor LANE GORMAN TRUBITT LLP DALLAS, Texas, United States
Custodian MORGAN STANLEY & CO. LLC NEW YORK, New York, United States Related to adviser: No
Prime broker MORGAN STANLEY & CO. LLC NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

MORGAN STANLEY & CO. LLC
SEC 8-15869

MORGAN STANLEY & CO. LLC
CRD 8209 · SEC 8-15869

Fund details & source
Fund ID
805-2996556884
Reported beneficial owners
12
Minimum commitment
$0
Form D file number
021-179181

Form ADV 1007275 · Mar 31, 2016 · 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.

REDBIRD LIFE SCIENCES PARTNERS, L.P.Private Equity Fund · Last reported Aug 24, 2023$61.7KGross asset value
Auditor LANE GORMAN TRUBITT, LLC DALLAS, Texas, United States
Custodian AMERICAN STOCK TRANSFER & TRUST COMPANY, LLC BROOKLYN, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

LANE GORMAN TRUBITT, LLC
PCAOB 508

Fund details & source
Fund ID
805-3927758891
Reported beneficial owners
3
Minimum commitment
$0

Form ADV 1782896 · Aug 24, 2023 · 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 30, 2026. View historical filings

Reported services

Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets · Performance-based

Principal office

4215 WEST LOVERS LANE, SUITE 100
DALLAS, TX, 75209, United States

CRD 131417

Filing source

Form ADV 2080764 · Mar 30, 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.