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Funds / T•• O•• 2•••• L•

T•• O•• 2•••• L•

HarvestFund of fundsADV: P•••••• Equity FundT••••••• P•••••• W••••• M•••••••••Texas
Amounts, each with its basis
Vintage
2005basis: 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
$222,093Form ADV, as of Jun 30, 2020; not fund size, not dry powder
Peak reported gross assets
$4.9Mhighest year on the reporting tape
Owners (ADV)
14
Reported on ADV
Apr 2, 2012 to Jun 30, 2020
Structure
standalone
Fund of funds (ADV)
yes
Strategy
ADV 7.B.(1) fund of funds = Y
Lifecycle
Harvest
rule: gross assets at least 25% below peak and still fallingmodel: lc-pe-1gav path: 2013,2485618,2014,1602062,2015,1026223,2016,706978,2017,445824,2018,305040,2019,255894,2020,222093peak gav: $4.9Mas of year: $2,020latest gav: $222,093reported years: 9last step change: -0.132age years at as of: 8drawdown from peak: 0.955first reported year: $2,012
Reported gross assets by year
9 annual rows
YearFiledTypeGross assets OwnersMin. investmentNon-US ownedSource
2012Apr 2, 2012P•••••• Equity Fund$4.9M
14$100,0000%adviserinfo.sec.gov
2013Mar 28, 2013P•••••• Equity Fund$2.5M
14$100,0000%adviserinfo.sec.gov
2014Dec 3, 2014P•••••• Equity Fund$1.6M
13$100,0000%adviserinfo.sec.gov
2015Jul 24, 2015P•••••• Equity Fund$1.0M
14$100,0000%adviserinfo.sec.gov
2016Nov 4, 2016P•••••• Equity Fund$706,978
14$100,0000%adviserinfo.sec.gov
2017Dec 14, 2017P•••••• Equity Fund$445,824
14$100,0000%adviserinfo.sec.gov
2018Dec 20, 2018P•••••• Equity Fund$305,040
14$100,0000%adviserinfo.sec.gov
2019May 10, 2019P•••••• Equity Fund$255,894
14$100,0000%adviserinfo.sec.gov
2020Jun 30, 2020P•••••• Equity Fund$222,093
14$100,0000%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. Apr 2, 2012
    T•• O•• 2•••• L• first reported on Form ADV by T••••••• P•••••• W••••• M••••••••• (P•••••• Equity Fund), GAV $4,909,484