DFX Intelligence
Data Factory
Reading the graph
Reading the graph
advised by TOLLESON PRIVATE WEALTH MANAGEMENT
Texas, United States
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Filed | GAV | Owners | Minimum | Adviser owns | Audited | Name as filed |
|---|---|---|---|---|---|---|
| Jul 22, 2024 | $50.7M | 46 | $250,000 | 300.0% | yes | TOLLESON 2020 PRIVATE INVESTMENT, LP |
| Mar 29, 2024 | $50.7M | 46 | $250,000 | 300.0% | yes | TOLLESON 2020 PRIVATE INVESTMENT, LP |
| Jan 30, 2024 | $49.9M | 46 | $250,000 | 300.0% | yes | TOLLESON 2020 PRIVATE INVESTMENT, LP |
| Oct 31, 2023 | $49.9M | 46 | $250,000 | 300.0% | yes | TOLLESON 2020 PRIVATE INVESTMENT, LP |
| Jul 31, 2023 | $49.9M | 46 | $250,000 | 300.0% | yes | TOLLESON 2020 PRIVATE INVESTMENT, LP |
| Mar 30, 2023 | $49.9M | 46 | $250,000 | 300.0% | yes | TOLLESON 2020 PRIVATE INVESTMENT, LP |
| Jan 20, 2023 | $54.6M | 62 | $250,000 | 300.0% | yes | TOLLESON 2020 PRIVATE INVESTMENT, LP |
| Jan 19, 2023 | $54.6M | 62 | $250,000 | 300.0% | yes | TOLLESON 2020 PRIVATE INVESTMENT, LP |
| Sep 30, 2022 | $54.6M | 62 | $250,000 | 300.0% | yes | TOLLESON 2020 PRIVATE INVESTMENT, LP |
| Jun 7, 2022 | $54.6M | 62 | $250,000 | 300.0% | yes | TOLLESON 2020 PRIVATE INVESTMENT, LP |
| May 3, 2022 | $54.6M | 62 | $250,000 | 300.0% | yes | TOLLESON 2020 PRIVATE INVESTMENT, LP |
| Apr 29, 2022 | $54.6M | 62 | $250,000 | 300.0% | yes | TOLLESON 2020 PRIVATE INVESTMENT, LP |
| Apr 27, 2022 | $54.6M | 62 | $250,000 | 300.0% | yes | TOLLESON 2020 PRIVATE INVESTMENT, LP |
| Apr 25, 2022 | $54.6M | 62 | $250,000 | 300.0% | yes | TOLLESON 2020 PRIVATE INVESTMENT, LP |
| Mar 31, 2022 | $54.6M | 62 | $250,000 | 300.0% | yes | TOLLESON 2020 PRIVATE INVESTMENT, LP |
| Jan 19, 2022 | $31.9M | 61 | $250,000 | 300.0% | yes | TOLLESON 2020 PRIVATE INVESTMENT, LP |
| Mar 31, 2021 | $31.9M | 61 | $250,000 | 300.0% | yes | TOLLESON 2020 PRIVATE INVESTMENT, LP |
| Jan 29, 2021 | $0 | 56 | $250,000 | 600.0% | yes | TOLLESON 2020 PRIVATE INVESTMENT, LP |
| Jun 30, 2020 | $0 | 56 | $250,000 | 600.0% | yes | ROCK BLUFF 2020 PRIVATE EQUITY PARTNERSHIP, L.P. |
| Mar 30, 2020 | $0 | 56 | $250,000 | 600.0% | yes | ROCK BLUFF 2020 PRIVATE EQUITY PARTNERSHIP, L.P. |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| ORIGIN BANK | ORIGIN BANK | Ruston | Louisiana | United States | no | n/a |
| PERSHING ADVISOR SOLUTIONS LLC | PERSHING ADVISOR SOLUTIONS LLC | JERSEY CITY | New Jersey | United States | no | 8-47425 |
| TOLLESON PRIVATE BANK | TOLLESON PRIVATE BANK | Dallas | Texas | United States | yes | n/a |