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Antal Rohit Desai

Cpmg, Inc.

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About Antal Rohit Desai

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.

Firm Information

Antal Desai is currently registered with Cpmg, Inc.. Cpmg, Inc. is an investment adviser based in Dallas, TX. The firm provides portfolio management services for businesses and pooled investment vehicles. They manage approximately $1,043,445,000 in regulatory assets under management and primarily serve pooled investment vehicles with 25 clients. The firm also manages $450,000 for one client in the category of educational endowment.
Cpmg, Inc.

4215 WEST LOVERS LANE

DALLAS, TX 75209

$1.04B

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Antal Desai’s Registration & Firm History

TX

01/05/2005 - Present

Cpmg, Inc. (DALLAS TX)

NY

09/11/2000 - 11/15/2002

GOLDMAN, SACHS & CO. (NEW YORK NY)

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Licenses & Designations

IA

Issued 12/17/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/09/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Antal Rohit Desai.
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