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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 | $1.9B | 299 | $50,000 | 100.0% | yes | TOLLESON US EQUITY, LP |
| Mar 29, 2024 | $1.9B | 299 | $50,000 | 100.0% | yes | TOLLESON US EQUITY, LP |
| Jan 30, 2024 | $1.8B | 315 | $50,000 | 100.0% | yes | TOLLESON US EQUITY, LP |
| Oct 31, 2023 | $1.8B | 315 | $50,000 | 100.0% | yes | TOLLESON US EQUITY, LP |
| Jul 31, 2023 | $1.8B | 315 | $50,000 | 100.0% | yes | TOLLESON US EQUITY, LP |
| Mar 30, 2023 | $1.8B | 315 | $50,000 | 100.0% | yes | TOLLESON US EQUITY, LP |
| Jan 20, 2023 | $2.2B | 301 | $50,000 | 100.0% | yes | TOLLESON US EQUITY, LP |
| Jan 19, 2023 | $2.2B | 301 | $50,000 | 100.0% | yes | TOLLESON US EQUITY, LP |
| Sep 30, 2022 | $2.2B | 301 | $50,000 | 100.0% | yes | TOLLESON US EQUITY, LP |
| Jun 7, 2022 | $2.2B | 301 | $50,000 | 100.0% | yes | TOLLESON US EQUITY, LP |
| May 3, 2022 | $2.2B | 301 | $50,000 | 100.0% | yes | TOLLESON US EQUITY, LP |
| Apr 29, 2022 | $2.2B | 301 | $50,000 | 100.0% | yes | TOLLESON US EQUITY, LP |
| Apr 27, 2022 | $2.2B | 301 | $50,000 | 100.0% | yes | TOLLESON US EQUITY, LP |
| Apr 25, 2022 | $2.2B | 301 | $50,000 | 100.0% | yes | TOLLESON US EQUITY, LP |
| Mar 31, 2022 | $2.2B | 301 | $50,000 | 100.0% | yes | TOLLESON US EQUITY, LP |
| Jan 19, 2022 | $1.8B | 277 | $50,000 | 200.0% | yes | TOLLESON US EQUITY, LP |
| Mar 31, 2021 | $1.8B | 277 | $50,000 | 200.0% | yes | TOLLESON US EQUITY, LP |
| Jan 29, 2021 | $1.5B | 254 | $50,000 | 200.0% | yes | TOLLESON US EQUITY, LP |
| Jun 30, 2020 | $1.5B | 254 | $50,000 | 200.0% | yes | ROCK BLUFF DOMESTIC EQUITY PARTNERSHIP, L.P. |
| Mar 30, 2020 | $1.5B | 254 | $50,000 | 200.0% | yes | ROCK BLUFF DOMESTIC EQUITY PARTNERSHIP, L.P. |
| May 10, 2019 | $1.1B | 242 | $50,000 | 200.0% | yes | ROCK BLUFF DOMESTIC EQUITY PARTNERSHIP, L.P. |
| Apr 3, 2019 | $1.1B | 242 | $50,000 | 200.0% | yes | ROCK BLUFF DOMESTIC EQUITY PARTNERSHIP, L.P. |
| Mar 29, 2019 | $1.1B | 242 | $50,000 | 200.0% | yes | ROCK BLUFF DOMESTIC EQUITY PARTNERSHIP, L.P. |
| Dec 20, 2018 | $1.2B | 251 | $50,000 | 200.0% | yes | ROCK BLUFF DOMESTIC EQUITY PARTNERSHIP, L.P. |
| Jun 29, 2018 | $1.2B | 251 | $50,000 | 200.0% | yes | ROCK BLUFF DOMESTIC EQUITY PARTNERSHIP, L.P. |
| Jun 11, 2018 | $1.2B | 251 | $50,000 | 200.0% | yes | ROCK BLUFF DOMESTIC EQUITY PARTNERSHIP, L.P. |
| Mar 30, 2018 | $1.2B | 251 | $50,000 | 200.0% | yes | ROCK BLUFF DOMESTIC EQUITY PARTNERSHIP, L.P. |
| Dec 14, 2017 | $1.0B | 268 | $50,000 | 300.0% | yes | ROCK BLUFF DOMESTIC EQUITY PARTNERSHIP, L.P. |
| Sep 26, 2017 | $1.0B | 268 | $50,000 | 300.0% | yes | ROCK BLUFF DOMESTIC EQUITY PARTNERSHIP, L.P. |
| Jul 11, 2017 | $1.0B | 268 | $50,000 | 300.0% | yes | ROCK BLUFF DOMESTIC EQUITY PARTNERSHIP, L.P. |
| Mar 30, 2017 | $1.0B | 268 | $50,000 | 300.0% | yes | ROCK BLUFF DOMESTIC EQUITY PARTNERSHIP, L.P. |
| Jan 25, 2017 | $523M | 255 | $50,000 | 400.0% | yes | ROCK BLUFF DOMESTIC EQUITY PARTNERSHIP, L.P. |
| Nov 4, 2016 | $523M | 255 | $50,000 | 400.0% | yes | ROCK BLUFF DOMESTIC EQUITY PARTNERSHIP, L.P. |
| Mar 30, 2016 | $523M | 255 | $50,000 | 400.0% | yes | ROCK BLUFF DOMESTIC EQUITY PARTNERSHIP, L.P. |
| Jul 24, 2015 | $542M | 229 | $50,000 | 400.0% | yes | ROCK BLUFF DOMESTIC EQUITY PARTNERSHIP, L.P. |
| Jul 6, 2015 | $542M | 229 | $50,000 | 400.0% | yes | ROCK BLUFF DOMESTIC EQUITY PARTNERSHIP, L.P. |
| Mar 31, 2015 | $542M | 229 | $50,000 | 400.0% | yes | ROCK BLUFF DOMESTIC EQUITY PARTNERSHIP, L.P. |
| Jan 27, 2015 | $483M | 197 | $50,000 | 400.0% | yes | ROCK BLUFF DOMESTIC EQUITY PARTNERSHIP, L.P. |
| Dec 3, 2014 | $483M | 197 | $50,000 | 400.0% | yes | ROCK BLUFF DOMESTIC EQUITY PARTNERSHIP, L.P. |
| Sep 29, 2014 | $483M | 197 | $50,000 | 400.0% | yes | ROCK BLUFF DOMESTIC EQUITY PARTNERSHIP, L.P. |
| Jul 1, 2014 | $483M | 197 | $50,000 | 400.0% | yes | ROCK BLUFF DOMESTIC EQUITY PARTNERSHIP, L.P. |
| Mar 28, 2014 | $483M | 197 | $50,000 | 400.0% | yes | TWM SELECT EQUITY PARTNERSHIP, LP |
| Mar 28, 2013 | $369M | 192 | $50,000 | 400.0% | yes | TWM SELECT EQUITY PARTNERSHIP, LP |
| Apr 2, 2012 | $170M | 168 | $50,000 | 500.0% | yes | TWM SELECT EQUITY PARTNERSHIP, LP |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| 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 |