DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Private fund

Tolleson 2022 Private Investments, LP

Private Equity Fundadvised byTolleson Private Wealth Managementmixed wealth805-1171350554IAPD
Gross asset value
$66.4M
as of Sep 10, 2026; not a fund size
Peak GAV
$97.5M
highest filing
Owners
71
beneficial owners reported
Minimum investment
$250,000
as reported
Adviser and related own
1%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
0%
Reported
16 filings
Jan 19, 2022 to Sep 10, 2026
Reporting history
one row per Form ADV filing
Gross asset value$31.6M as of Jul 22, 2024
Jan 19, 2022$97.5M then
Owners71 as of Jul 22, 2024
Jan 19, 202275 then
Structure
Exclusion
3(c)(7), qualified purchasersreported
Master or feeder
standalonereported
Fund of funds
yesreported
Organized in
Texas, United Statesreported
Clients solicited
yes, 26% of the adviser's clients investedreported
Form D file number
021-423218reportedthe join to the Form D offering
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • Origin Bank
    Ruston, Louisiana
  • Pershing Advisor Solutions LLC
    Jersey City, New Jersey
  • Tolleson Private Bank
    Dallas, Texas · related person of the adviser
Across DFX
shared identifiers only
Provenance
Source
Form ADV Schedule D 7.B.(1), every filing 2011 to 2024reportedadviserinfo.sec.gov
Status
on the adviser's latest filing in the extractderived
Share
1.0%reportedadviser and related persons