Firms, funds, people, portfolio companies and transactions from sworn filings and cited announcements, kept as a graph with a date and a source on every edge. Reported gross assets are never fund size, regulatory AUM is never dry powder, and a deal value prints only when someone disclosed it.

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Funds / R••• B•••• 2••• P•••••• E••••• P••••••••• L•••

R••• B•••• 2••• P•••••• E••••• P••••••••• L•••

MatureFund of fundsADV: P•••••• Equity FundT••••••• P•••••• W••••• M•••••••••Texas
Amounts, each with its basis
Vintage
2020basis: year in the fund name
Target
unknownnot announced
First close
unknownnever inferred from a Form D
Final close
unknownonly from an announcement or an LP disclosure
Announced size
unknown
Form D offering
unknownwhat may be sold, not what was raised
Form D sold
unknownno Form D on record
First sale
unknown
Reported gross assets
$50.7MForm ADV, as of Jul 22, 2024; not fund size, not dry powder
Peak reported gross assets
$54.6Mhighest year on the reporting tape
Owners (ADV)
46
Reported on ADV
Mar 30, 2020 to Jul 22, 2024
Structure
standalone
Fund of funds (ADV)
yes
Strategy
ADV 7.B.(1) fund of funds = Y
Lifecycle
Mature
rule: gross assets within 10% of the prior yearmodel: lc-pe-1gav path: 2020,0,2021,31943882,2022,54563014,2023,49881845,2024,50693905peak gav: $54.6Mas of year: $2,024latest gav: $50.7Mreported years: 5last step change: 0.016age years at as of: 4drawdown from peak: 0.071first reported year: $2,020
Reported gross assets by year
5 annual rows
YearFiledTypeGross assets OwnersMin. investmentNon-US ownedSource
2020Jun 30, 2020P•••••• Equity Fund$0
56$250,0000%adviserinfo.sec.gov
2021Mar 31, 2021P•••••• Equity Fund$31.9M
61$250,0000%adviserinfo.sec.gov
2022Sep 30, 2022P•••••• Equity Fund$54.6M
62$250,0000%adviserinfo.sec.gov
2023Oct 31, 2023P•••••• Equity Fund$49.9M
46$250,0000%adviserinfo.sec.gov
2024Jul 22, 2024P•••••• Equity Fund$50.7M
46$250,0000%adviserinfo.sec.gov
Placement agents and principals
0 placement agents, 0 principals
No placement agent or principal collected for this fund yet. Both come from the related persons and sales compensation sections of Form D.
Limited partners
0 disclosed
No LP commitment to this fund collected yet. An LP appears only when a public disclosure names this fund.
Investments attributed to this fund
0
No investment attributed to this fund. A firm’s investments sit on the firm; a fund gets one only when a source names the vehicle.
Events
1 most recent
  1. Mar 30, 2020
    R••• B•••• 2••• P•••••• E••••• P••••••••• L••• first reported on Form ADV by T••••••• P•••••• W••••• M••••••••• (P•••••• Equity Fund)