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

LKCM HEADWATER INVESTMENTS IV, L.P.

advised by LUTHER KING CAPITAL MANAGEMENT CORPORATION

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:c26f5097-d1d3-7201-20d7-a3b96d295e5e

Data as of Jun 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:36 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Jun 28, 2023 to Jun 24, 2026
2 observations

Across DFX

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

Private Equityidentity

Lkcm Headwater Investments 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: LUTHER KING CAPITAL MANAGEMENT CORPORATIONCRD 110093
Fund type: Private Equity Fund
Latest reported GAV: $1.1Bgross asset value on Schedule D 7.B(1), as of 2026-06-24; never fund size
Peak reported GAV: $1.1B
Beneficial owners: 404
Minimum investment: $250,000
Owned by the adviser: 2700%
Owned by funds of funds: 0%
Owned by non-US persons: 500%
Clients solicited: yes
Form D file number: 021-470789an SEC offering identifier; the Form D vehicle on the venture or private equity graph is linked above when the identity layer has it
Organised in: Delaware, United States
First reported: Jun 28, 2023
Last reported: Jun 24, 2026fund reporting on the SEC extract ends 2024-12-31
Filings reporting it: 2
Fund id: 805-1180344657

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
Jun 28, 2024	$1.1B	404	$250,000	2700.0%	yes	LKCM HEADWATER INVESTMENTS IV, L.P.
Jun 28, 2023	$737M	252	$250,000	2700.0%	yes	LKCM HEADWATER INVESTMENTS IV, L.P.

Custodians

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

Custodian	Legal name	City	State	Country	Related person	SEC number
COMERICA BANK	COMERICA BANK	FORT WORTH	Texas	United States	no	n/a

Relationships

Advises (1)

← LUTHER KING CAPITAL MANAGEMENT CORPORATIONRegistered adviserPrivate Equity Fund, IA
Jun 28, 2023 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c26f5097-d1d3-7201-20d7-a3b96d295e5e
First observed: Jun 28, 2023
Last observed: Jun 24, 2026 2 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.

LKCM HEADWATER INVESTMENTS IV, L.P.

advised by LUTHER KING CAPITAL MANAGEMENT CORPORATION

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:c26f5097-d1d3-7201-20d7-a3b96d295e5e

Data as of Jun 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:36 AM UTC and rebuilt at most every 15 minutes.

Filed

GAV

Owners

Minimum

Adviser owns

Audited

Name as filed

Jun 28, 2024

$1.1B

404

$250,000

2700.0%

yes

LKCM HEADWATER INVESTMENTS IV, L.P.

Jun 28, 2023

$737M

252

$250,000

2700.0%

yes

LKCM HEADWATER INVESTMENTS IV, L.P.

Custodian

Legal name

City

State

Country

Related person

SEC number

COMERICA BANK

FORT WORTH

Texas

United States

n/a