Company profile
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
770616887
SEC advisor number
801-64945
FINRA CRD number
131417
AUM ?
$1.04 bn
(as of 27 Mar 24)
Accounts
26
(as of 27 Mar 24)
Employees
6
(2 investment advisory or research)
Address
CPMG
2000 MCKINNEY
SUITE 2125
DALLAS
TX 75201
2000 MCKINNEY
SUITE 2125
DALLAS
TX 75201
Phone
214-871-6816
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
4
Antal Rohit Desai
28 Sep 23
SC 13D/A
REATA PHARMACEUTICALS INC
28 Sep 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
SC 13D/A
REATA PHARMACEUTICALS INC
1 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
SC 13D/A
Apollo Endosurgery, Inc.
5 Apr 23
4
Antal Rohit Desai
4 Apr 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
26 Sep 23 | Antal Rohit Desai | Class A common stock | Sale back to company | Dispose D | Yes | No | 0 | 134 | 0.00 | 0 |
26 Sep 23 | Antal Rohit Desai | Class A common stock | Sale back to company | Dispose D | Yes | No | 0 | 11,076 | 0.00 | 0 |
26 Sep 23 | Antal Rohit Desai | Class A common stock | Sale back to company | Dispose D | Yes | No | 0 | 160,265 | 0.00 | 0 |
26 Sep 23 | Antal Rohit Desai | Class A common stock | Sale back to company | Dispose D | Yes | No | 0 | 334,740 | 0.00 | 0 |
26 Sep 23 | Antal Rohit Desai | Class A common stock | Sale back to company | Dispose D | Yes | No | 0 | 37,909 | 0.00 | 0 |
26 Sep 23 | Antal Rohit Desai | Class A common stock | Sale back to company | Dispose D | Yes | No | 0 | 109,415 | 0.00 | 0 |
26 Sep 23 | Antal Rohit Desai | Class A common stock | Sale back to company | Dispose D | Yes | No | 0 | 431,155 | 0.00 | 0 |
26 Sep 23 | Antal Rohit Desai | Class A common stock | Sale back to company | Dispose D | Yes | No | 0 | 748,253 | 0.00 | 0 |
26 Sep 23 | Antal Rohit Desai | Class A common stock | Sale back to company | Dispose D | Yes | No | 0 | 442,560 | 0.00 | 0 |
26 Sep 23 | Antal Rohit Desai | Class A common stock | Sale back to company | Dispose D | Yes | No | 0 | 34,897 | 0.00 | 0 |