CGM Funds

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38 Newbury St Fl 8
Boston, MA 02116

CGM Funds, based in Boston, MA, consisted of three investment funds that were managed by Capital Growth Management Limited Partnership until their operations ceased in late 2022. Following a determination to liquidate, the funds were officially closed on November 30, 2022, leading to the Distribution of liquidated assets and unclaimed property considerations for investors.

The liquidated funds included the CGM Focus Fund, CGM Mutual Fund, and CGM Realty Fund, which were closed to new investments prior to their liquidation. Shareholders faced the potential for taxable events related to the redemption and liquidation of their shares, prompting them to seek guidance regarding tax implications and asset management post-closure.

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