Form D · Other Investment Fund

Copper Sunbird, LP

Dallas, TX · CIK 0001551383

Offering snapshot reported Jun 4, 2012 · SEC filing

Reported sold
$750K
Offering amount: $750K
Investors reported
12
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
May 24, 2012
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jun 4, 2012Initial$750,000No comparison12SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06, 3C, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-179181

Source: Form D, filed Jun 4, 2012. 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

COPPER SUNBIRD, LP

Investment adviser: CPMG, INC.

Gross asset value
$274K
Beneficial owners
12
ADV minimum commitment
$0

Reported in Form ADV on Mar 31, 2016. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor LANE GORMAN TRUBITT LLP DALLAS, Texas, United States
Custodian MORGAN STANLEY & CO. LLC NEW YORK, New York, United States Related to adviser: No
Prime broker MORGAN STANLEY & CO. LLC NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

MORGAN STANLEY & CO. LLC
SEC 8-15869

MORGAN STANLEY & CO. LLC
CRD 8209 · SEC 8-15869

Filing source

Form ADV 1007275 · Mar 31, 2016 · Schedule D 7.B.(1), fund 805-2996556884

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
NameReported role
John Bateman Executive
N/A Condire Investors, Llc Director
N/A Cpmg, Inc. Executive
Richard Mc Gaughy Director
James Traweek Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
2100 Mckinney Avenue Suite 1770
Dallas, TX, 75201