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RIA / WealthPrivate fundprivate equity fund3(c)(7)dropped

TPG UMBRELLA IV, L.P.

advised by TPG GLOBAL ADVISORS, LLC

Delaware, United States

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Search this name across graphsid dfx:ria:a0fdd0e2-cb61-31fa-4371-6479ccf2d958

Data as of Nov 11, 2014 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:24 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Dec 2, 2011 to Nov 11, 2014
22 observations

Across DFX

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

Private Equityidentity

TPG Umbrella IV, L.P.

Private equity fund · shared adv fund id

Facts

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

Adviser: TPG GLOBAL ADVISORS, LLCCRD 159732
Fund type: Private Equity Fund
Latest reported GAV: $186Mgross asset value on Schedule D 7.B(1), as of 2014-11-11; never fund size
Peak reported GAV: $186M
Beneficial owners: 113
Minimum investment: $0
Owned by the adviser: 500%
Owned by funds of funds: 600%
Owned by non-US persons: 200%
Clients solicited: no
Organised in: Delaware, United States
First reported: Dec 2, 2011
Last reported: Nov 11, 2014fund reporting on the SEC extract ends 2024-12-31
Filings reporting it: 22
Fund id: 805-3780881188

Reported gross asset value by filing

each Schedule D 7.B(1) row as filed; GAV is gross asset value, never fund size

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Nov 11, 2014	$186M	113	$0	500.0%	yes	TPG UMBRELLA IV, L.P.
Sep 2, 2014	$186M	113	$0	500.0%	yes	TPG UMBRELLA IV, L.P.
Jul 28, 2014	$186M	113	$0	500.0%	yes	TPG UMBRELLA IV, L.P.
Jul 14, 2014	$186M	113	$0	500.0%	yes	TPG UMBRELLA IV, L.P.
Apr 10, 2014	$186M	113	$0	500.0%	yes	TPG UMBRELLA IV, L.P.
Apr 9, 2014	$186M	113	$0	500.0%	yes	TPG UMBRELLA IV, L.P.
Mar 31, 2014	$186M	113	$0	500.0%	yes	TPG UMBRELLA IV, L.P.
Feb 17, 2014	$117M	189	$0	0.0%	yes	TPG UMBRELLA IV, L.P.
Nov 22, 2013	$117M	189	$0	0.0%	yes	TPG UMBRELLA IV, L.P.
Oct 15, 2013	$117M	189	$0	0.0%	yes	TPG UMBRELLA IV, L.P.
Aug 26, 2013	$117M	189	$0	0.0%	yes	TPG UMBRELLA IV, L.P.
Aug 26, 2013	$117M	189	$0	0.0%	yes	TPG UMBRELLA IV, L.P.
Apr 29, 2013	$117M	189	$0	0.0%	yes	TPG UMBRELLA IV, L.P.
Apr 22, 2013	$117M	189	$0	0.0%	yes	TPG UMBRELLA IV, L.P.
Apr 10, 2013	$117M	189	$0	0.0%	yes	TPG UMBRELLA IV, L.P.
Apr 1, 2013	$117M	189	$0	0.0%	yes	TPG UMBRELLA IV, L.P.
Mar 30, 2012	$117M	189	$0	0.0%	yes	TPG UMBRELLA IV, L.P.
Mar 8, 2012	$117M	189	$0	0.0%	yes	TPG UMBRELLA IV, L.P.
Feb 6, 2012	$117M	189	$0	0.0%	yes	TPG UMBRELLA IV, L.P.
Jan 25, 2012	$117M	189	$0	0.0%	yes	TPG UMBRELLA IV, L.P.
Jan 5, 2012	$117M	189	$0	0.0%	yes	TPG UMBRELLA IV, L.P.
Dec 2, 2011	$117M	189	$0	0.0%	yes	TPG UMBRELLA IV, L.P.

Custodians

Schedule D 7.B(1) question 25, as filed

Custodian	Legal name	City	State	Country	Related person	SEC number
J.P. MORGAN SECURITIES LLC	J.P. MORGAN SECURITIES LLC	Dallas	Texas	United States	no	8-35008
JP MORGAN PRIVATE BANK	JPMORGAN CHASE BANK, N.A.	Houston	Texas	United States	no	n/a
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	FORT WORTH	Texas	United States	no	8-7221

Relationships

Advises (1)

← TPG GLOBAL ADVISORS, LLCRegistered adviserPrivate Equity Fund, IA, no longer reported
Dec 2, 2011 to Nov 11, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a0fdd0e2-cb61-31fa-4371-6479ccf2d958
First observed: Dec 2, 2011
Last observed: Nov 11, 2014 144 months ago
Source families: Federal regulator filings
1 registered feed 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.

TPG UMBRELLA IV, L.P.

advised by TPG GLOBAL ADVISORS, LLC

Delaware, United States

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a0fdd0e2-cb61-31fa-4371-6479ccf2d958

Data as of Nov 11, 2014 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:24 AM UTC and rebuilt at most every 15 minutes.

Filed

GAV

Owners

Minimum

Adviser owns

Audited

Name as filed

Nov 11, 2014

$186M

113

500.0%

yes

TPG UMBRELLA IV, L.P.

Sep 2, 2014

$186M

113

500.0%

yes

TPG UMBRELLA IV, L.P.

Jul 28, 2014

$186M

113

500.0%

yes

TPG UMBRELLA IV, L.P.

Jul 14, 2014

$186M

113

500.0%

yes

TPG UMBRELLA IV, L.P.

Apr 10, 2014

$186M

113

500.0%

yes

TPG UMBRELLA IV, L.P.

Apr 9, 2014

$186M

113

500.0%

yes

TPG UMBRELLA IV, L.P.

Mar 31, 2014

$186M

113

500.0%

yes

TPG UMBRELLA IV, L.P.

Feb 17, 2014

$117M

189

0.0%

yes

TPG UMBRELLA IV, L.P.

Nov 22, 2013

$117M

189

0.0%

yes

TPG UMBRELLA IV, L.P.

Oct 15, 2013

$117M

189

0.0%

yes

TPG UMBRELLA IV, L.P.

Aug 26, 2013

$117M

189

0.0%

yes

TPG UMBRELLA IV, L.P.

Aug 26, 2013

$117M

189

0.0%

yes

TPG UMBRELLA IV, L.P.

Apr 29, 2013

$117M

189

0.0%

yes

TPG UMBRELLA IV, L.P.

Apr 22, 2013

$117M

189

0.0%

yes

TPG UMBRELLA IV, L.P.

Apr 10, 2013

$117M

189

0.0%

yes

TPG UMBRELLA IV, L.P.

Apr 1, 2013

$117M

189

0.0%

yes

TPG UMBRELLA IV, L.P.

Mar 30, 2012

$117M

189

0.0%

yes

TPG UMBRELLA IV, L.P.

Mar 8, 2012

$117M

189

0.0%

yes

TPG UMBRELLA IV, L.P.

Feb 6, 2012

$117M

189

0.0%

yes

TPG UMBRELLA IV, L.P.

Jan 25, 2012

$117M

189

0.0%

yes

TPG UMBRELLA IV, L.P.

Jan 5, 2012

$117M

189

0.0%

yes

TPG UMBRELLA IV, L.P.

Dec 2, 2011

$117M

189

0.0%

yes

TPG UMBRELLA IV, L.P.

Custodian

Legal name

City

State

Country

Related person

SEC number

J.P. MORGAN SECURITIES LLC

Dallas

Texas

United States

8-35008

JP MORGAN PRIVATE BANK

JPMORGAN CHASE BANK, N.A.

Houston

Texas

United States

n/a

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FORT WORTH

Texas

United States

8-7221