Investment adviser · CRD 307463

CARDINAL CSP INVESTMENTS GP, INC.

Exempt reporting adviser (ERA)

Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.

DALLAS, TX, United States · Form ADV filed Mar 12, 2026

Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →

Private funds & service providers

5 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

CARDINAL WINCHESTER HOLDINGS II, L.P.Real Estate Fund · Last reported Mar 12, 2026$69.3MGross asset value

Form D fundraising filings

Cardinal Winchester Holdings II, L.P.

Custodian VERITEX HOLDINGS, INC DALLAS, Texas, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

VERITEX HOLDINGS, INC
LEI 549300Q2EZNO3H86ED06

Fund details & source
Fund ID
805-4615082373
Reported beneficial owners
88
Minimum commitment
$25K
Form D file number
021-468554

Form ADV 2050401 · Mar 12, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CARDINAL WINCHESTER HOLDINGS, L.P.Real Estate Fund · Last reported Mar 12, 2026$37MGross asset value

Form D fundraising filings

Cardinal Winchester Holdings, L.P.

Custodian VERITEX COMMUNITY BANK DALLAS, Texas, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

VERITEX COMMUNITY BANK
LEI 549300Q2EZNO3H86ED06

Fund details & source
Fund ID
805-6558984746
Reported beneficial owners
99
Minimum commitment
$50K
Form D file number
021-390691
Form D file number
021-452225

Form ADV 2050401 · Mar 12, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CARDINAL FENWAY INVESTMENTS, L.P.Real Estate Fund · Last reported Mar 12, 2026$24.4MGross asset value

Form D fundraising filings

Cardinal Fenway Investments, L.P.

Custodian VERITEX HOLDINGS, INC DALLAS, Texas, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

VERITEX HOLDINGS, INC
LEI 549300Q2EZNO3H86ED06

Fund details & source
Fund ID
805-9103773948
Reported beneficial owners
27
Minimum commitment
$25K
Form D file number
021-421901

Form ADV 2050401 · Mar 12, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CARDINAL CSP INVESTMENTS, LPReal Estate Fund · Last reported Mar 12, 2026$4.7MGross asset value

Form D fundraising filings

CARDINAL CSP INVESTMENTS, LP

Custodian RAYMOND JAMES & ASSOCIATES, INC. DALLAS, Texas, United States Related to adviser: No
Custodian VERITEX COMMUNITY BANK DALLAS, Texas, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

RAYMOND JAMES & ASSOCIATES, INC.
SEC 8-10999

VERITEX COMMUNITY BANK
LEI 549300Q2EZNO3H86ED06

Fund details & source
Fund ID
805-9963012033
Reported beneficial owners
25
Minimum commitment
$50K
Form D file number
021-356992

Form ADV 2050401 · Mar 12, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CARDINAL LEANDER HOLDINGS, L.P.Real Estate Fund · Last reported Mar 12, 2026$10KGross asset value

Form D fundraising filings

Cardinal Leander Holdings, L.P.

Custodian VERITEX COMMUNITY BANK DALLAS, Texas, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

VERITEX COMMUNITY BANK
LEI 549300Q2EZNO3H86ED06

Fund details & source
Fund ID
805-3852371363
Reported beneficial owners
19
Minimum commitment
$50K
Form D file number
021-390664

Form ADV 2050401 · Mar 12, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 12, 2026. View historical filings

Reported services

Not reported in these imported fields

Compensation

Not reported in these imported fields

Principal office

3131 TURTLE CREEK BOULEVARD, FLOOR 11
DALLAS, TX, 75219, United States

CRD 307463

Filing source

Form ADV 2050401 · Mar 12, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.