Unclaimed Profile

Jay Henry Friedrichs

C.G. MANAGEMENT PARTNERS, LP·MENLO PARK, California

Clean record32 years registeredC.G. MANAGEMENT PARTNERS, LP

525 MIDDLEFIELD ROAD, MENLO PARK, CA 94025CRD# 4635658Firm CRD# 124474

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jay Henry Friedrichs · MENLO PARK, CA

Registration

CRD #4635658 · C.G. MANAGEMENT PARTNERS, LP · 32 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: C.G. MANAGEMENT PARTNERS, LP

C.G. MANAGEMENT PARTNERS, L.P.

Jun 1994 – Jan 2022

MENLO PARK, CA

Registrations & Exams

Registration record

First registered · June 13, 1994

Years registered · 32

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

C.G. MANAGEMENT PARTNERS, LP

CRD 124474 · SEC 801-120901

AUM

$131M

Regulatory assets under management

Employees

1 client accounts

Services offered by C.G. MANAGEMENT PARTNERS, LP

Per Form ADV

Pension consulting

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at C.G. MANAGEMENT PARTNERS, LP →

Introduction

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Frequently Asked Questions

What services does Jay Henry Friedrichs offer?

Jay Henry Friedrichs specializes in Retirement Planning.

What are Jay Henry Friedrichs's credentials?

Jay Henry Friedrichs is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jay Henry Friedrichs located?

Jay Henry Friedrichs is based in MENLO PARK, California, last registered with C.G. MANAGEMENT PARTNERS, LP.

How does Jay Henry Friedrichs charge for services?

Jay Henry Friedrichs's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is C.G. MANAGEMENT PARTNERS, LP?

C.G. MANAGEMENT PARTNERS, LP has approximately 2 employees and manages $131M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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