Unclaimed
Antal Rohit Desai is a registered Investment Advisor Representative. Desai is associated with Cpmg, Inc. Desai's firm, Cpmg, Inc. manages assets for pooled investment vehicles and businesses. The firm's main office is located in Dallas, Texas.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
01/05/2005 - Present
Cpmg, Inc. (DALLAS TX)
NY
09/11/2000 - 11/15/2002
GOLDMAN, SACHS & CO. (NEW YORK NY)
IA
Issued 12/17/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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