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RIA / WealthPrivate fundprivate equity fund3(c)(1)dropped

ORG ROUNDTABLE COINVESTMENT, LP

advised by OWNER RESOURCE GROUP, LLC

Delaware, United States

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Search this name across graphsid dfx:ria:ddbd910e-52b3-0463-5bb0-3c93ed1afab6

Data as of Nov 16, 2016 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:27 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Jun 11, 2012 to Nov 16, 2016
19 observations

Across DFX

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

Private Equityidentity

ORG Roundtable Coinvestment, LP

Private equity fund · shared adv fund id

Facts

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

Adviser: OWNER RESOURCE GROUP, LLCCRD 164028
Fund type: Private Equity Fund
Latest reported GAV: $589,712gross asset value on Schedule D 7.B(1), as of 2016-11-16; never fund size
Peak reported GAV: $15.4M
Beneficial owners: 1
Minimum investment: $2.6M
Owned by the adviser: 1000%
Owned by funds of funds: 0%
Owned by non-US persons: 0%
Clients solicited: no
Form D file number: 021-147479an 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 11, 2012
Last reported: Nov 16, 2016fund reporting on the SEC extract ends 2024-12-31
Filings reporting it: 19
Fund id: 805-1686776710

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 16, 2016	$589,712	1	$2.6M	1000.0%	no	ORG ROUNDTABLE COINVESTMENT, LP
Apr 29, 2016	$589,712	1	$2.6M	1000.0%	no	ORG ROUNDTABLE COINVESTMENT, LP
Mar 30, 2016	$589,712	1	$2.6M	1000.0%	no	ORG ROUNDTABLE COINVESTMENT, LP
Mar 30, 2016	$589,712	1	$2.6M	1000.0%	no	ORG ROUNDTABLE COINVESTMENT, LP
Dec 21, 2015	$591,768	1	$2.6M	900.0%	no	ORG ROUNDTABLE COINVESTMENT, LP
Dec 21, 2015	$591,768	1	$2.6M	900.0%	no	ORG ROUNDTABLE COINVESTMENT, LP
Dec 21, 2015	$591,768	1	$2.6M	900.0%	no	ORG ROUNDTABLE COINVESTMENT, LP
Nov 10, 2015	$591,768	1	$2.6M	900.0%	no	ORG ROUNDTABLE COINVESTMENT, LP
Nov 5, 2015	$591,768	1	$2.6M	900.0%	no	ORG ROUNDTABLE COINVESTMENT, LP
Mar 31, 2015	$15.4M	1	$2.6M	900.0%	no	ORG ROUNDTABLE COINVESTMENT, LP
Mar 30, 2015	$15.4M	1	$2.6M	900.0%	no	ORG ROUNDTABLE COINVESTMENT, LP
Dec 16, 2014	$4.5M	1	$2.6M	400.0%	no	ORG ROUNDTABLE COINVESTMENT, LP
Apr 28, 2014	$4.5M	1	$2.6M	400.0%	no	ORG ROUNDTABLE COINVESTMENT, LP
Mar 31, 2014	$4.5M	1	$2.6M	400.0%	no	ORG ROUNDTABLE COINVESTMENT, LP
Mar 19, 2013	$3.4M	1	$2.6M	400.0%	no	ORG ROUNDTABLE COINVESTMENT, LP
Jun 11, 2012	$3.9M	1	$2.6M	1000.0%	no	ORG ROUNDTABLE COINVESTMENT, LP

Custodians

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

Custodian	Legal name	City	State	Country	Related person	SEC number
TEXAS CAPITAL BANK	TEXAS CAPITAL BANKSHARES, INC.	Austin	Texas	United States	no	n/a
THE KINGDOM TRUST COMPANY	THE KINGDOM TRUST COMPANY	SIOUX FALLS	South Dakota	United States	no	n/a

Relationships

Advises (1)

← OWNER RESOURCE GROUP, LLCRegistered adviserPrivate Equity Fund, IA, no longer reported
Jun 11, 2012 to Nov 16, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ddbd910e-52b3-0463-5bb0-3c93ed1afab6
First observed: Jun 11, 2012
Last observed: Nov 16, 2016 119 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.

ORG ROUNDTABLE COINVESTMENT, LP

advised by OWNER RESOURCE GROUP, 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:ddbd910e-52b3-0463-5bb0-3c93ed1afab6

Data as of Nov 16, 2016 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:27 AM UTC and rebuilt at most every 15 minutes.

Filed

GAV

Owners

Minimum

Adviser owns

Audited

Name as filed

Nov 16, 2016

$589,712

$2.6M

1000.0%

ORG ROUNDTABLE COINVESTMENT, LP

Apr 29, 2016

$589,712

$2.6M

1000.0%

ORG ROUNDTABLE COINVESTMENT, LP

Mar 30, 2016

$589,712

$2.6M

1000.0%

ORG ROUNDTABLE COINVESTMENT, LP

Mar 30, 2016

$589,712

$2.6M

1000.0%

ORG ROUNDTABLE COINVESTMENT, LP

Dec 21, 2015

$591,768

$2.6M

900.0%

ORG ROUNDTABLE COINVESTMENT, LP

Dec 21, 2015

$591,768

$2.6M

900.0%

ORG ROUNDTABLE COINVESTMENT, LP

Dec 21, 2015

$591,768

$2.6M

900.0%

ORG ROUNDTABLE COINVESTMENT, LP

Nov 10, 2015

$591,768

$2.6M

900.0%

ORG ROUNDTABLE COINVESTMENT, LP

Nov 5, 2015

$591,768

$2.6M

900.0%

ORG ROUNDTABLE COINVESTMENT, LP

Mar 31, 2015

$15.4M

$2.6M

900.0%

ORG ROUNDTABLE COINVESTMENT, LP

Mar 30, 2015

$15.4M

$2.6M

900.0%

ORG ROUNDTABLE COINVESTMENT, LP

Dec 16, 2014

$4.5M

$2.6M

400.0%

ORG ROUNDTABLE COINVESTMENT, LP

Apr 28, 2014

$4.5M

$2.6M

400.0%

ORG ROUNDTABLE COINVESTMENT, LP

Mar 31, 2014

$4.5M

$2.6M

400.0%

ORG ROUNDTABLE COINVESTMENT, LP

Mar 19, 2013

$3.4M

$2.6M

400.0%

ORG ROUNDTABLE COINVESTMENT, LP

Jun 11, 2012

$3.9M

$2.6M

1000.0%

ORG ROUNDTABLE COINVESTMENT, LP

Custodian

Legal name

City

State

Country

Related person

SEC number

TEXAS CAPITAL BANK

TEXAS CAPITAL BANKSHARES, INC.

Austin

Texas

United States

n/a

THE KINGDOM TRUST COMPANY

SIOUX FALLS

South Dakota

United States

n/a