SCHEDULE 13G: Oppenheimer Entities and Carl K. Oppenheimer Disclose Significant Stake in Capital Properties, Inc.

Sentiment:

Beneficial Ownership Disclosure


Carl K. Oppenheimer and affiliated investment entities have disclosed beneficial ownership of over 5% of Capital Properties, Inc.'s Class A Common Stock.

Summary

  • Carl K. Oppenheimer, along with P. Oppenheimer Investment Partnership, LP, Oppenheimer-Close Investment Partnership, LP, Oppenheimer + Close, LLC, and Oppvest, LLC, have filed a Schedule 13G disclosing their beneficial ownership in Capital Properties, Inc.
  • The filing indicates that Carl K. Oppenheimer beneficially owns an aggregate of 344,581 shares of Class A Common Stock, representing 5.22% of the class.
  • P. Oppenheimer Investment Partnership, LP holds 289,250 shares, equating to 4.38% of the Class A Common Stock.
  • Oppenheimer-Close Investment Partnership, LP holds 5,091 shares, representing 0.08% of the Class A Common Stock.
  • Oppenheimer + Close, LLC holds an aggregate of 50,240 shares, representing 0.76% of the Class A Common Stock.
  • Oppvest, LLC holds 294,341 shares, representing 4.46% of the Class A Common Stock.
  • The beneficial ownership is reported as of December 31, 2024, with the filing submitted on February 11, 2025.
  • All reporting persons, including Carl K. Oppenheimer, maintain sole voting and sole dispositive power over their reported shares, with no shared powers indicated.

Sentiment

Score: 5

Explanation: Neutral disclosure of beneficial ownership, providing transparency without indicating positive or negative operational or financial performance.

Future Outlook

NA

Industry Context

NA

Stakeholder Impact

  • Shareholders gain increased transparency regarding significant ownership stakes in Capital Properties, Inc., particularly the aggregate holdings of Carl K. Oppenheimer and his affiliated entities.

Key Dates

DateDescription
12/31/2024Date of event which requires the filing of this statement, indicating the beneficial ownership position as of this date.
02/11/2025Date the Schedule 13G statement was signed and filed with the SEC.

Keywords

Capital Properties Inc., Schedule 13G, Beneficial Ownership, SEC Filing, Class A Common Stock, Carl K. Oppenheimer, Investment Partnership, Shareholder Disclosure

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