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
Twm Equity Opportunity Fund, LP
Hedge Fundadvised byTolleson Private Wealth Managementmixed wealth805-2207435652no longer reportedIAPD
Gross asset value
$89.9M
as of Apr 2, 2012; not a fund size
Peak GAV
$89.9M
highest filing
Owners
135
beneficial owners reported
Minimum investment
$50,000
as reported
Adviser and related own
8%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
0%
Reported
1 filings
Apr 2, 2012 to Apr 2, 2012
Reporting history
one row per Form ADV filing
Gross asset value: $89.9M
Owners: 135
Structure
- Exclusion
- 3(c)(7), qualified purchasersreported
- Master or feeder
- standalonereported
- Fund of funds
- yesreported
- Organized in
- Texas, United Statesreported
- Clients solicited
- yes, 75% of the adviser's clients investedreported
- Form D file number
- 021-117159reportedthe join to the Form D offering
Custodians
Schedule D 7.B.(1).A.25, latest filing
- Pershing Advisor Solutions LLCJersey City, New Jersey
- Tolleson Private BankDallas, Texas · related person of the adviser
Across DFX
shared identifiers only
This fund id is not on the venture or private equity graphs.
Provenance
- Source
- Form ADV Schedule D 7.B.(1), every filing 2011 to 2024reportedadviserinfo.sec.gov
- Status
- not on the adviser's later filingsderived
- Share
- 8.0%reportedadviser and related persons