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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 | $22.8M | 46 | $250,000 | 100.0% | yes | TOLLESON 2017 PRIVATE INVESTMENT, LP. |
| Mar 29, 2024 | $22.8M | 46 | $250,000 | 100.0% | yes | TOLLESON 2017 PRIVATE INVESTMENT, LP. |
| Jan 30, 2024 | $22.5M | 45 | $250,000 | 100.0% | yes | TOLLESON 2017 PRIVATE INVESTMENT, LP. |
| Oct 31, 2023 | $22.5M | 45 | $250,000 | 100.0% | yes | TOLLESON 2017 PRIVATE INVESTMENT, LP. |
| Jul 31, 2023 | $22.5M | 45 | $250,000 | 100.0% | yes | TOLLESON 2017 PRIVATE INVESTMENT, LP. |
| Mar 30, 2023 | $22.5M | 45 | $250,000 | 100.0% | yes | TOLLESON 2017 PRIVATE INVESTMENT, LP. |
| Jan 20, 2023 | $19.5M | 60 | $250,000 | 100.0% | yes | TOLLESON 2017 PRIVATE INVESTMENT, LP. |
| Jan 19, 2023 | $19.5M | 60 | $250,000 | 100.0% | yes | TOLLESON 2017 PRIVATE INVESTMENT, LP. |
| Sep 30, 2022 | $19.5M | 60 | $250,000 | 100.0% | yes | TOLLESON 2017 PRIVATE INVESTMENT, LP. |
| Jun 7, 2022 | $19.5M | 60 | $250,000 | 100.0% | yes | TOLLESON 2017 PRIVATE INVESTMENT, LP. |
| May 3, 2022 | $19.5M | 60 | $250,000 | 100.0% | yes | TOLLESON 2017 PRIVATE INVESTMENT, LP. |
| Apr 29, 2022 | $19.5M | 60 | $250,000 | 100.0% | yes | TOLLESON 2017 PRIVATE INVESTMENT, LP. |
| Apr 27, 2022 | $19.5M | 60 | $250,000 | 100.0% | yes | TOLLESON 2017 PRIVATE INVESTMENT, LP. |
| Apr 25, 2022 | $19.5M | 60 | $250,000 | 100.0% | yes | TOLLESON 2017 PRIVATE INVESTMENT, LP. |
| Mar 31, 2022 | $19.5M | 60 | $250,000 | 100.0% | yes | TOLLESON 2017 PRIVATE INVESTMENT, LP. |
| Jan 19, 2022 | $22.7M | 60 | $250,000 | 100.0% | yes | TOLLESON 2017 PRIVATE INVESTMENT, LP. |
| Mar 31, 2021 | $22.7M | 60 | $250,000 | 100.0% | yes | TOLLESON 2017 PRIVATE INVESTMENT, LP. |
| Jan 29, 2021 | $19.1M | 58 | $250,000 | 100.0% | yes | TOLLESON 2017 PRIVATE INVESTMENT, LP. |
| Jun 30, 2020 | $19.1M | 58 | $250,000 | 100.0% | yes | ROCK BLUFF 2017 PRIVATE EQUITY PARTNERSHIP, L.P. |
| Mar 30, 2020 | $19.1M | 58 | $250,000 | 100.0% | yes | ROCK BLUFF 2017 PRIVATE EQUITY PARTNERSHIP, L.P. |
| May 10, 2019 | $12.6M | 58 | $250,000 | 200.0% | yes | ROCK BLUFF 2017 PRIVATE EQUITY PARTNERSHIP, L.P. |
| Apr 3, 2019 | $12.6M | 58 | $250,000 | 200.0% | yes | ROCK BLUFF 2017 PRIVATE EQUITY PARTNERSHIP, L.P. |
| Mar 29, 2019 | $12.6M | 58 | $250,000 | 200.0% | yes | ROCK BLUFF 2017 PRIVATE EQUITY PARTNERSHIP, L.P. |
| Dec 20, 2018 | $573,833 | 58 | $250,000 | 200.0% | yes | ROCK BLUFF 2017 PRIVATE EQUITY PARTNERSHIP, L.P. |
| Jun 29, 2018 | $573,833 | 58 | $250,000 | 200.0% | yes | ROCK BLUFF 2017 PRIVATE EQUITY PARTNERSHIP, L.P. |
| Jun 11, 2018 | $573,833 | 58 | $250,000 | 200.0% | yes | ROCK BLUFF 2017 PRIVATE EQUITY PARTNERSHIP, L.P. |
| Mar 30, 2018 | $573,833 | 58 | $250,000 | 200.0% | yes | ROCK BLUFF 2017 PRIVATE EQUITY PARTNERSHIP, L.P. |
| Dec 14, 2017 | $750,000 | 58 | $250,000 | 200.0% | yes | ROCK BLUFF 2017 PRIVATE EQUITY PARTNERSHIP, L.P. |
| Sep 26, 2017 | $750,000 | 58 | $250,000 | 200.0% | yes | ROCK BLUFF 2017 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 |