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RIA / WealthPrivate fundreal estate fund3(c)(1)feeder funddropped

HOWARD MORTGAGE PARTICIPATION FUNDLP

advised by HOWARD FINANCIAL SERVICES, LTD.

Texas, 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:ed466ffc-6076-9605-9b0a-70e669888f0e

Data as of Mar 30, 2012 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Mar 30, 2012 to Mar 30, 2012
1 observations

Across DFX

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

Real Estate Fundsidentity

Howard Mortgage Participation Fundlp

same private fund, same ADV fund id · confidence 100% · family precision 100%

Facts

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

Adviser: HOWARD FINANCIAL SERVICES, LTD.CRD 107978
Fund type: Real Estate Fund
Latest reported GAV: $25.2Mgross asset value on Schedule D 7.B(1), as of 2012-03-30; never fund size
Peak reported GAV: $25.2M
Beneficial owners: 99
Minimum investment: $100,000
Owned by the adviser: 100%
Owned by funds of funds: 0%
Owned by non-US persons: 0%
Clients solicited: yes
Form D file number: 021-50524an SEC offering identifier; the Form D vehicle on the venture or private equity graph is linked above when the identity layer has it
Master fund: 805-2304127599
Organised in: Texas, United States
First reported: Mar 30, 2012
Last reported: Mar 30, 2012fund reporting on the SEC extract ends 2024-12-31
Filings reporting it: 1
Fund id: 805-3956641771

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
Mar 30, 2012	$25.2M	99	$100,000	100.0%	yes	HOWARD MORTGAGE PARTICIPATION FUNDLP

Custodians

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

Custodian	Legal name	City	State	Country	Related person	SEC number
CHARLES SCHWAB & CO., INC.	CHARLES SCHWAB & CO., INC.	SAN FRANCISCO	California	United States	no	8-16514
STERLING TRUST	EQUITY TRUST COMPANY	Waco	Texas	United States	no	n/a
MILLENNIUM TRUST COMPANY	MILLENNIUM TRUST COMPANY	OAK BROOK	Illinois	United States	no	n/a
NATIONAL FINANCIAL SERVICES LLC	NATIONAL FINANCIAL SERVICES LLC	Boston	Massachusetts	United States	no	8-26740
IRA PLUS SOUTHWEST, LLC	THIRD COAST BANK, SSB	Dallas	Texas	United States	no	n/a

Relationships

Advises (1)

← HOWARD FINANCIAL SERVICES, LTD.Registered adviserReal Estate Fund, IA, no longer reported
Mar 30, 2012 to Mar 30, 2012factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ed466ffc-6076-9605-9b0a-70e669888f0e
First observed: Mar 30, 2012
Last observed: Mar 30, 2012 176 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.

HOWARD MORTGAGE PARTICIPATION FUNDLP

advised by HOWARD FINANCIAL SERVICES, LTD.

Texas, 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:ed466ffc-6076-9605-9b0a-70e669888f0e

Data as of Mar 30, 2012 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:55 PM UTC and rebuilt at most every 15 minutes.

Filed

GAV

Owners

Minimum

Adviser owns

Audited

Name as filed

Mar 30, 2012

$25.2M

$100,000

100.0%

yes

HOWARD MORTGAGE PARTICIPATION FUNDLP

Custodian

Legal name

City

State

Country

Related person

SEC number

CHARLES SCHWAB & CO., INC.

SAN FRANCISCO

California

United States

8-16514

STERLING TRUST

EQUITY TRUST COMPANY

Waco

Texas

United States

n/a

MILLENNIUM TRUST COMPANY

OAK BROOK

Illinois

United States

n/a

NATIONAL FINANCIAL SERVICES LLC

Boston

Massachusetts

United States

8-26740

IRA PLUS SOUTHWEST, LLC

THIRD COAST BANK, SSB

Dallas

Texas

United States

n/a