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Private equityFirmbuyoutlower middle market

Commerce Street Investment Management

Private Equity

Dallas, TX

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:51482edc-468a-473d-ac13-d117a3338030

Data as of Sep 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 28
Dated events: 40
On other graphs: 5
Observed: Sep 13, 2026 to Sep 13, 2026
23 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Independent Sponsorsidentity

Commerce Street Investment Management

Capital provider to sponsors · shared crd

RIA / Wealth Managementidentity

COMMERCE STREET INVESTMENT MANAGEMENT

Registered adviser · shared crd

Allocatorsidentity

Commerce Street Investment Management

Investment consultant · shared crd

Private Creditidentity

COMMERCE STREET INVESTMENT MANAGEMENT

Private credit manager · shared crd

Real Estate Fundsidentity

Commerce Street Investment Management

Real estate fund manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 13
PE funds: 11
Vintages: 2014 to 2021
PE GAV, 2024 filing: $75.8Mgross asset value on Form ADV; never dry powder
Regulatory AUM: $745M
Investments: 0
Active investments: 0
Size band: LOWER MIDDLE MARKETderivedproxy: $0.08bn Private Equity Fund GAV on the Form ADV filed 2024-06-12
Latest ADV filing: Jun 12, 2024
Employees (ADV): 16

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV
Commerce Street Financial Partners II, LP	2021	Active deployment	Private Equity Fund	n/a	$62.7M
Commerce Street Keefe Ventures Fund, IV LP	2018	Wound down	Private Equity Fund	n/a	$23.1M
Commerce Street Keefe Ventures Fund, III LP	2016	Wound down	Private Equity Fund	n/a	$5.7M
Commerce Street Carlyle Private Equity Fund I, LP	2014	Harvest	Private Equity Fund	n/a	$13.1M
Commerce Street Income Partners II, LP	n/a	Wound down	Private Equity Fund	n/a	$1.2M
Commerce Street Lending Partners, LP	n/a	Wound down	Real Estate Fund	n/a	$0
Genesis Bank Fund, LP	n/a	Wound down	Private Equity Fund	n/a	$0
Service Equity Partners, LP	n/a	Wound down	Private Equity Fund	n/a	$0
Commerce Street Financial Partners, LP	n/a	Wound down	Private Equity Fund	n/a	$11.5M
Commerce Street Financial Partners III, LP	n/a	Wound down	Private Equity Fund	n/a	$0
Csip III, LP	n/a	Wound down	Hedge Fund	n/a	$0
Service Equity Partners (qp), LP	n/a	Wound down	Private Equity Fund	n/a	$0
Commerce Street Income Partners, LP	n/a	Wound down	Private Equity Fund	n/a	$14.6M

Relationships

Employs (12)

→ Dory Alan WileyPersonMember
Sep 1, 2006 to presentfactForm ADV
→ Bobby Lee HashawayPersonExecutive Vice President, Chief Operating Officer, Head Of Accounting, Cco
May 1, 2008 to presentfactForm ADV
→ William Dudley GrossPersonMember
Sep 1, 2006 to Jun 29, 2012inferenceForm ADV
→ Bertrand MaimoPersonChief Financial Officer
Feb 1, 2017 to presentfactForm ADV
→ John Cade HamnerPersonChief Compliance Officer
Mar 1, 2018 to Jan 9, 2023inferenceForm ADV
→ Bobby Don BoycePersonChief Compliance Officer
Apr 1, 2014 to Feb 22, 2018inferenceForm ADV
→ Tina Hahn SchirlePersonCfo
Jul 1, 2009 to Apr 17, 2017inferenceForm ADV
→ Kurtis Stephen PlumerPersonManaging Director
Jun 1, 2011 to Mar 28, 2014inferenceForm ADV
→ George Allen KirchweyPersonVice President
Oct 1, 2008 to Mar 28, 2014inferenceForm ADV
→ Carla Jo BrooksPersonManaging Director, Head Of Private Equity
May 1, 2008 to Mar 28, 2014inferenceForm ADV
→ Suzanne Nmn HickeyPersonChief Compliance Officer And General Counsel
Jan 1, 2011 to Mar 28, 2014inferenceForm ADV
→ James Barrington GardnerPersonMember
Sep 1, 2006 to Nov 22, 2013inferenceForm ADV

Manages (13)

→ Commerce Street Carlyle Private Equity Fund I, LPFundPrivate Equity Fund
Mar 28, 2014 to presentfactForm ADV
→ Service Equity Partners, LPFundPrivate Equity Fund
Aug 22, 2012 to presentfactForm ADV
→ Commerce Street Income Partners II, LPFundPrivate Equity Fund
Aug 22, 2012 to presentfactForm ADV
→ Csip III, LPFundPrivate Equity Fund
Aug 22, 2012 to presentfactForm ADV
→ Commerce Street Financial Partners III, LPFundPrivate Equity Fund
Aug 22, 2012 to presentfactForm ADV
→ Service Equity Partners (qp), LPFundPrivate Equity Fund
Aug 22, 2012 to presentfactForm ADV
→ Commerce Street Income Partners, LPFundPrivate Equity Fund
Aug 22, 2012 to presentfactForm ADV
→ Genesis Bank Fund, LPFundPrivate Equity Fund
Aug 22, 2012 to presentfactForm ADV
→ Commerce Street Financial Partners, LPFundPrivate Equity Fund
Aug 22, 2012 to presentfactForm ADV
→ Commerce Street Lending Partners, LPFundPrivate Equity Fund
Aug 22, 2012 to presentfactForm ADV
→ Commerce Street Financial Partners II, LPFundPrivate Equity Fund
Mar 30, 2021 to presentfactForm ADV
→ Commerce Street Keefe Ventures Fund, IV LPFundPrivate Equity Fund
Mar 29, 2018 to presentfactForm ADV
→ Commerce Street Keefe Ventures Fund, III LPFundPrivate Equity Fund
Mar 30, 2016 to presentfactForm ADV

Owns (1)

← Commerce Street Holdings, LLCFirmMember
May 1, 2008 to presentfactForm ADV

Placement agent of (1)

→ Carlyle Private Equity Access Fund III, L.P.FundThird party
Jan 1, 2018 to presentfactForm ADV

Dated events

28 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jan 9, 2023
Person left
John Cade Hamner (Chief Compliance Officer) no longer on Schedule A of Commerce Street Investment Management
Form ADVobserved 7 days ago
Occurred
Mar 1, 2018
Person joined
John Cade Hamner joined Schedule A of Commerce Street Investment Management as Chief Compliance Officer
Form ADVobserved 7 days ago
Occurred
Feb 22, 2018
Person left
Bobby Don Boyce (Chief Compliance Officer) no longer on Schedule A of Commerce Street Investment Management
Form ADVobserved 7 days ago
Occurred
Apr 17, 2017
Person left
Tina Hahn Schirle (Cfo) no longer on Schedule A of Commerce Street Investment Management
Form ADVobserved 7 days ago
Occurred
Jan 1, 2017
Person joined
Bertrand Maimo joined Schedule A of Commerce Street Investment Management as Inerim Cfo
Form ADVobserved 7 days ago
Occurred
Apr 1, 2014
Person joined
Bobby Don Boyce joined Schedule A of Commerce Street Investment Management as Chief Compliance Officer
Form ADVobserved 7 days ago
Occurred
Mar 28, 2014
Person left
Kurtis Stephen Plumer (Managing Director) no longer on Schedule A of Commerce Street Investment Management
Form ADVobserved 7 days ago
Occurred
Mar 28, 2014
Person left
George Allen Kirchwey (Vice President) no longer on Schedule A of Commerce Street Investment Management
Form ADVobserved 7 days ago
Occurred
Mar 28, 2014
Person left
Carla Jo Brooks (Managing Director, Head Of Private Equity) no longer on Schedule A of Commerce Street Investment Management
Form ADVobserved 7 days ago
Occurred
Mar 28, 2014
Person left
Suzanne Nmn Hickey (Chief Compliance Officer And General Counsel) no longer on Schedule A of Commerce Street Investment Management
Form ADVobserved 7 days ago
Occurred
Nov 22, 2013
Person left
James Barrington Gardner (Member) no longer on Schedule A of Commerce Street Investment Management
Form ADVobserved 7 days ago
Occurred
Jun 29, 2012
Person left
William Dudley Gross (Member) no longer on Schedule A of Commerce Street Investment Management
Form ADVobserved 7 days ago

Show 28 bookkeeping events

Occurred
Mar 29, 2023
Fund 805-8065370856 no longer reported on Form ADV by Commerce Street Investment Management
Occurred
Mar 30, 2021
Commerce Street Financial Partners II, LP first reported on Form ADV by Commerce Street Investment Management (Private Equity Fund), GAV $47,150,000
Occurred
Mar 30, 2021
Fund 805-2069461059 no longer reported on Form ADV by Commerce Street Investment Management
Occurred
Mar 6, 2019
Fund 805-9196810060 no longer reported on Form ADV by Commerce Street Investment Management
Occurred
Mar 6, 2019
Fund 805-3558707144 no longer reported on Form ADV by Commerce Street Investment Management
Occurred
Mar 6, 2019
Fund 805-8425010685 no longer reported on Form ADV by Commerce Street Investment Management
Occurred
Mar 29, 2018
Commerce Street Keefe Ventures Fund, IV LP first reported on Form ADV by Commerce Street Investment Management (Private Equity Fund), GAV $18,312,301
Occurred
Mar 31, 2017
Fund 805-8017263505 no longer reported on Form ADV by Commerce Street Investment Management
Occurred
Mar 31, 2017
Fund 805-4634722969 no longer reported on Form ADV by Commerce Street Investment Management
Occurred
Mar 31, 2017
Fund 805-7311690178 no longer reported on Form ADV by Commerce Street Investment Management
Occurred
Mar 30, 2016
Commerce Street Keefe Ventures Fund, III LP first reported on Form ADV by Commerce Street Investment Management (Private Equity Fund), GAV $2,790,402
Occurred
Mar 31, 2015
Fund 805-4608114595 no longer reported on Form ADV by Commerce Street Investment Management
Occurred
Mar 31, 2015
Fund 805-8514095434 no longer reported on Form ADV by Commerce Street Investment Management
Occurred
Mar 31, 2015
Fund 805-7725984057 no longer reported on Form ADV by Commerce Street Investment Management
Occurred
Mar 28, 2014
Fund 805-8742634804 no longer reported on Form ADV by Commerce Street Investment Management
Occurred
Mar 28, 2014
Fund 805-1413934835 no longer reported on Form ADV by Commerce Street Investment Management
Occurred
Mar 28, 2014
Commerce Street Carlyle Private Equity Fund I, LP first reported on Form ADV by Commerce Street Investment Management (Private Equity Fund), GAV $1,835,016
Occurred
Aug 22, 2012
Service Equity Partners (qp), LP first reported on Form ADV by Commerce Street Investment Management (Private Equity Fund), GAV $18,886,538
Occurred
Aug 22, 2012
Service Equity Partners, LP first reported on Form ADV by Commerce Street Investment Management (Private Equity Fund), GAV $12,490,182
Occurred
Aug 22, 2012
Commerce Street Income Partners II, Ltd. first reported on Form ADV by Commerce Street Investment Management (Private Equity Fund), GAV $1,065,897
Occurred
Aug 22, 2012
Commerce Street Income Partners II, LP first reported on Form ADV by Commerce Street Investment Management (Private Equity Fund), GAV $119,942,143
Occurred
Aug 22, 2012
Csip III, LP first reported on Form ADV by Commerce Street Investment Management (Private Equity Fund)
Occurred
Aug 22, 2012
Commerce Street Financial Partners III, LP first reported on Form ADV by Commerce Street Investment Management (Private Equity Fund)
Occurred
Aug 22, 2012
Commerce Street Financial Partners, LP first reported on Form ADV by Commerce Street Investment Management (Private Equity Fund), GAV $34,222,042
Occurred
Aug 22, 2012
Commerce Street Lending Partners, LP first reported on Form ADV by Commerce Street Investment Management (Private Equity Fund), GAV $787,656
Occurred
Aug 22, 2012
Commerce Street Income Partners, Ltd. first reported on Form ADV by Commerce Street Investment Management (Private Equity Fund), GAV $6,660,748
Occurred
Aug 22, 2012
Genesis Bank Fund, LP first reported on Form ADV by Commerce Street Investment Management (Private Equity Fund), GAV $2,570,162
Occurred
Aug 22, 2012
Commerce Street Income Partners, LP first reported on Form ADV by Commerce Street Investment Management (Private Equity Fund), GAV $12,976,483

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 office address (Form ADV), 1 website (Form ADV) · as of 2026-09-13

Also named here, with no published line of their own (reach them through the firm): Dory Alan Wiley (Member), Bobby Lee Hashaway (Executive Vice President, Chief Operating Officer, Head Of Accounting, Cco), William Dudley Gross (Chairman), Bertrand Maimo (Chief Financial Officer).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Private Equity
Canonical id: dfx:pe:51482edc-468a-473d-ac13-d117a3338030
First observed: Sep 13, 2026
Last observed: Sep 13, 2026 7 days ago
Source families: Federal regulator filings
2 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Commerce Street Investment Management

Private Equity

Dallas, TX

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:51482edc-468a-473d-ac13-d117a3338030

Data as of Sep 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:57 AM UTC and rebuilt at most every 15 minutes.