Form D · Other Investment Fund

Canary Partners, LP

Dallas, TX · CIK 0001929391

Offering snapshot reported May 20, 2026 · SEC filing

Reported sold: $36.6M
Investors reported: 31
Minimum accepted: $0
First sale: May 5, 2022

Fundraising history

Reported sold

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
May 20, 2026	Amendment	$36,580,940	$0vs May 20, 2025	31	SEC filing
May 20, 2025	Amendment	$36,580,940	$0vs May 20, 2024	31	SEC filing
May 20, 2024	Amendment	$36,580,940	$0vs May 19, 2023	31	SEC filing
May 19, 2023	Amendment	$36,580,940	$0vs May 19, 2022	31	SEC filing
May 19, 2022	Initial	$36,580,940	No comparison	31	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.1
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-446208

Source: Form D, filed May 20, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

CANARY PARTNERS, LP

Investment adviser: CPMG, INC.

Gross asset value: $65.4M
Beneficial owners: 34
ADV minimum commitment: $0

Reported in Form ADV on Mar 30, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor LANE GORMAN TRUBITT, LLC DALLAS, Texas, United States

Custodian FIDELITY BROKERAGE SERVICES LLC BOSTON, Massachusetts, United States Related to adviser: No

Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED NEW YORK, New York, United States Related to adviser: No

Custodian TEXAS CAPITAL BANK, N.A. DALLAS, Texas, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

LANE GORMAN TRUBITT, LLC
PCAOB 508

FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221

TEXAS CAPITAL BANK, N.A.
LEI 38PG5GG0OEQK4QMSKE59

Filing source

Form ADV 2080764 · Mar 30, 2026 · Schedule D 7.B.(1), fund 805-7287416565

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

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
Name	Reported role
John E. Bateman	Executive
N/A Cpmg, Inc.	Promoter
Antal R. Desai	Executive
R. Kent Mc Gaughy	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

4215 West Lovers Lane, Suite 100
Dallas, TX, 75209