C.g. Management Partners, LP

C.g. Management Partners, LP (CRD# 124474) is a financial advisory firm headquartered in Menlo Park, CA. They manage $64,000,000 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    64
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $64,000,000
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at C.g. Management Partners, LP
Showing 1 - 2 of 2 top financial advisors.
1
Walter F. Baumgartner
CRD#: 4635647
3000 Sand Hill Road, Bldg. 1, #140, Menlo Park, CA 94025
87
Wealthminder
score

Walter Baumgartner (CRD# 4635647) is an Investment Advisor Representative working at C.g. Management Partners, LP in Menlo Park, CA and has 1 year of experience in the finance industry.

2
Jay H. Friedrichs
CRD#: 4635658
3000 Sand Hill Road, Bldg. 1, #140, Menlo Park, CA 94025
87
Wealthminder
score

Jay Friedrichs (CRD# 4635658) is an Investment Advisor Representative working at C.g. Management Partners, LP in Menlo Park, CA and has 1 year of experience in the finance industry.

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