DFX Intelligence
Data Factory
Reading the graph
Reading the graph
managed by Tolleson Private Wealth Management
TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Report year | Filed | ADV fund type | GAV | Owners |
|---|---|---|---|---|
| 2024 | Jul 22, 2024 | Private Equity Fund | $22.8M | 46 |
| 2023 | Oct 31, 2023 | Private Equity Fund | $22.5M | 45 |
| 2022 | Sep 30, 2022 | Private Equity Fund | $19.5M | 60 |
| 2021 | Mar 31, 2021 | Private Equity Fund | $22.7M | 60 |
| 2020 | Jun 30, 2020 | Private Equity Fund | $19.1M | 58 |
| 2019 | May 10, 2019 | Private Equity Fund | $12.6M | 58 |
| 2018 | Dec 20, 2018 | Private Equity Fund | $573,833 | 58 |
| 2017 | Dec 14, 2017 | Private Equity Fund | $750,000 | 58 |