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 International Equity, LP

Hedge Fundadvised byTolleson Private Wealth Managementmixed wealth805-3315242686IAPD
Gross asset value
$1.2B
as of Sep 10, 2026; not a fund size
Peak GAV
$1.5B
highest filing
Owners
312
beneficial owners reported
Minimum investment
$50,000
as reported
Adviser and related own
2%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
0%
Reported
44 filings
Apr 2, 2012 to Sep 10, 2026
Reporting history
one row per Form ADV filing
Gross asset value$1.3B as of Jul 22, 2024
Apr 2, 2012$90.2M then
Owners312 as of Jul 22, 2024
Apr 2, 2012152 then
Structure
Exclusion
3(c)(7), qualified purchasersreported
Master or feeder
standalonereported
Fund of funds
yesreported
Organized in
Texas, United Statesreported
Clients solicited
yes, 76% of the adviser's clients investedreported
Form D file number
021-181327reportedthe join to the Form D offering
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • Charles Schwab & Co., Inc.
    Plano, Texas
  • 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
2.0%reportedadviser and related persons