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T••• N•••• A•••••••• L••

Private equity with venture activitySEC-registered adviserClassification probable· Dallas, Texas

Private equity with venture activity, based in Dallas, Texas, reporting $1.1B of private fund gross assets across 34 funds.

Composed from this organization's classification, location and filed figures.

Fund gross assets
$1.1B
Form ADV, Schedule D
Investment team
4
Form ADV Schedule A and the firm's team page
Latest vintage
2022
Form ADV and Form D
FundsInvestmentsTeam (7)
As of · the latest observation of this organization; filed figures are as of its latest Form ADV

Nothing material in the last 180 days. No dated change on record yet.

Scores, classification basis and filing advisersPrivate equity with venture activity, probableShow
Importance
17
moderate
Active deployment
0
low
Emerging
0
low
Completeness
63
high
Freshness
100
high
Research priority
3
low
Private equity with venture activity · probableSEC registered investment adviser

Registered adviser; venture funds are 12% of 34 private funds

Investments on record
0 companies, 0 partner-attributed
No investment on record yet. Edges arrive from the firm’s portfolio page, financing announcements, and Form D board seats.
Investment team
7 current, 7 departed
Full team · 7 peoplewith contacts and sources
Partner
FactForm ADV
D•••• M••••••••
Elected Manager · since Jan 1, 2024
Partner
FactForm ADV
J••• W•••••• C•••••••
Elected Manager · since Jan 1, 2024
Partner
FactForm ADV
M••• H••••• G•••••••
Elected Manager · since Jan 1, 2024
Partner
FactForm ADV
W•••••• M•••••• S••••
Chief Compliance Officer And Md Of Finance · since Jan 1, 2018
Platform and operations
FactForm ADV
S•••• A•••• W•••
Trustee · since Jan 1, 2024
Board or advisory
FactForm ADV
P•••• P••• H•••
Md Of Dallas · since Jan 1, 2013
Other
FactForm ADV
7 departed (kept with end dates)
Co-investors
0 counted from shared deals, for the whole firm
No co-investor relationship yet: these are derived only from rounds and portfolio listings the graph has seen both investors on.
Funds and vehicles
4 reported
VehicleTypeVintageLifecycleReported GAVOwnersForm D soldLatest Form D
W•••••• A••••••••• S••••••••• L••• • P•••••• O••••••••• I••Opportunity fund2022 form d first saleActive deployment$19.2M
Jul 16, 2026
54$14.6MMay 21, 2024
W•••••• A••••••••• S••••••••• L••• • P•••••• O••••••••• I• S•••••Fund2021 adv first reportedMature$27.9M
Jul 16, 2026
72unknownunknown
W•••••• A••••••••• S••••••••• L••• • P•••••• O•••••••••Opportunity fund2018 form d first saleHarvest$27.2M
Jul 16, 2026
30$7.3MDec 16, 2019
W•••••• A••••••••• S••••••••• L••• ••••••• O••••••••• I•Opportunity fundunknownUnknown$8.7M
Jul 16, 2026
19unknownunknown
Stated thesis versus observed behaviour
no observed deals yet
Stated (the firm’s website)
Sectors
media
Stages
not stated or not yet read
Geography
austin, global, new york, texas
Check size
not stated; DFX does not estimate checks from round sizes
Self-described
family office
Observed (from deals on record)
Stage at participation: no observed deals yet
Stage at first entry: no observed deals yet
Sectors: no observed deals yet
lead rate no observed dealsfollow-on rate no observed dealsnew logos, 12 months 0
Limited partners
0 LPs, 0 disclosed commitments
No LP commitment on record. An LP edge needs a public disclosure with a quote: a pension report (see Limited partners for the plans read), a fund announcement naming the LP, or a Form ADV owner. The fund page carries the LP’s reported performance.
Timeline
22 dated events
  1. Jul 16, 2026
  2. Mar 28, 2024
    ••• Locked
    Person leftPeopleInferenceD••••• M••••• W••••••Form ADV
  3. Jan 1, 2024
  4. Mar 29, 2023
  5. Mar 30, 2021
Full timeline · 22 eventsnewest first; portfolio-page removals last
  1. Jul 16, 2026
  2. Mar 28, 2024
    ••• Locked
    Person leftPeopleInferenceD••••• M••••• W••••••Form ADV
  3. Jan 1, 2024
  4. Mar 29, 2023
  5. Mar 30, 2021
  6. Mar 30, 2020
  7. Mar 30, 2020
  8. Mar 30, 2020
    ••• Locked
    Person leftPeopleInferenceJ•• C••• P••••••••Form ADV
  9. May 3, 2019
  10. Jan 1, 2019
    ••• Locked
    Person joinedPeopleFactJ•• C••• P••••••••Form ADV
  11. Jan 1, 2019
  12. Jan 1, 2019
  13. Jan 1, 2019
  14. Jan 1, 2019
  15. Jan 1, 2018
    ••• Locked
    Person joinedPeopleFactD•••• M••••••••Form ADV
  16. Jan 1, 2018
  17. Jun 20, 2017
  18. Mar 30, 2016
    ••• Locked
    Person leftPeopleInferenceL•••• E•••••••• S••••Form ADV
  19. Jan 1, 2015
  20. Nov 4, 2014
  21. Jan 1, 2013
    ••• Locked
    Person joinedPeopleFactP•••• P••• H•••Form ADV
  22. Mar 29, 2012
    ••• Locked
    First SEC adviser filingOrganizationFactForm ADV
Identity and regulatory footprint
Address, phone, Form ADV filing and ownersForm ADV filed Jul 16, 2026 · 34 private fundsShow

Website description: ••• Locked

Headquarters
Dallas, TXadviserinfo.sec.gov
Office address
••• Lockedadviserinfo.sec.gov
Business phone
••• Lockedadviserinfo.sec.gov
Website
t•••••••••.com
SEC adviser type
Registered investment adviseradviserinfo.sec.gov
SEC exemption claimed
unknown
Latest Form ADV
Jul 16, 2026
Private funds reported
34 (4 venture capital funds)adviserinfo.sec.gov
Private fund gross assets
$1.1Badviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
Regulatory AUM
$5.4Bthe adviser's RAUM, a regulatory measure, never a fund size
Employees
89
Owners on Schedule A
P•••••• D•••• A••••••••• L•• (Member), owns 25% to 50%; W••• F••••• T•••• (Member), owns 25% to 50%; T••• N•••• A••••••• H•••••••• L•• (Member), owns 75% or more; H••• F••• I•••••••• (Member), owns 50% to 75%; A••••• H•••••••• L•• (Member), owns 75% or more
Classification history
Every classification this record has carried3 on recordShow
  1. Sep 23, 2026
    Private equity with venture activity (probable, 75%)
    Registered adviser; venture funds are 12% of 34 private funds
  2. Sep 12, 2026
    Private equity with venture activity (probable, 75%)
    Registered adviser; venture funds are 11% of 34 private funds
  3. Sep 12, 2026
    Private equity with venture activity (probable, 75%)
    Registered adviser; venture funds are 11% of 27 private funds
Evidence
90 observations from 4 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
Why admittedVC funds reportedJul 16, 2026FactForm ADV
SEC adviser typeRegistered investment adviserJul 16, 2026FactForm ADV
SEC adviser typeRegistered investment adviserJul 16, 2026FactForm ADV
SEC adviser typeRegistered investment adviserSep 26, 2024FactForm ADV
First Form ADV filing2012-03-29Jul 16, 2026FactForm ADV
First Form ADV filing2012-03-29Sep 26, 2024FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-21Sep 23, 2026FactForm ADV
Adv history loadedadv-hist-1Sep 12, 2026FactForm ADV
Latest Form ADV filing2026-07-16Jul 16, 2026FactForm ADV
Latest Form ADV filing2026-07-16Jul 16, 2026FactForm ADV
Latest Form ADV filing2024-09-26Sep 26, 2024FactForm ADV
SEC statusApprovedJul 16, 2026FactForm ADV
SEC status effective2006-02-21Jul 16, 2026FactForm ADV
Venture share of reported funds0Jul 16, 2026FactForm ADV
Venture share of reported funds0Sep 26, 2024FactForm ADV
Business phone••• LockedJul 16, 2026FactForm ADV
Business phone••• LockedSep 26, 2024FactForm ADV
Contact page url••• Locked
“••• Locked”
Sep 16, 2026FactFirm website
Description••• Locked
“••• Locked”
Sep 16, 2026FactFirm website
Description••• Locked
“••• Locked”
Sep 13, 2026FactFirm website
Employees89Jul 16, 2026FactForm ADV
Employees52Sep 26, 2024FactForm ADV
HeadquartersDallas, TXJul 16, 2026FactForm ADV
HeadquartersDallas, TXSep 26, 2024FactForm ADV
Office address••• LockedJul 16, 2026FactForm ADV
Office address••• LockedSep 26, 2024FactForm ADV
Self-described typeFamily office
“••• Locked”
Sep 16, 2026FactFirm website
Self-described typeFamily office
“••• Locked”
Sep 13, 2026FactFirm website
Legal formLimited Liability CompanyJul 16, 2026FactForm ADV
Other funds reported17Jul 16, 2026FactForm ADV
Private funds reported34Jul 16, 2026FactForm ADV
Private funds reported34Jul 16, 2026FactForm ADV
Private funds reported27Sep 26, 2024FactForm ADV
Private fund gross assets (reported)$1.1BJul 16, 2026FactForm ADV
Private fund gross assets (reported)$1.1BJul 16, 2026FactForm ADV
Private fund gross assets (reported)$812MSep 26, 2024FactForm ADV
Regulatory AUM (adviser, not fund size)$5.4BJul 16, 2026FactForm ADV
Regulatory AUM (adviser, not fund size)$3.3BSep 26, 2024FactForm ADV
Stated geographyaustin,global,new york,texas
“geography words on the home page”
Sep 16, 2026FactFirm website
Stated geographyaustin,global,new york,texas
“geography words on the home page”
Sep 13, 2026FactFirm website
Stated sectorsmedia
“sector words on the home page”
Sep 16, 2026FactFirm website
Stated sectorsmedia
“sector words on the home page”
Sep 13, 2026FactFirm website
Team page••• Locked
“••• Locked”
Sep 16, 2026FactFirm website
Team page••• Locked
“••• Locked”
Sep 13, 2026FactFirm website
Venture funds reported4Jul 16, 2026FactForm ADV
Venture funds reported4Jul 16, 2026FactForm ADV
Venture funds reported3Sep 26, 2024FactForm ADV
Website••• Locked
“••• Locked”
Sep 12, 2026FactForm ADV
Website••• LockedJul 16, 2026FactForm ADV
Website••• LockedSep 26, 2024FactForm ADV
Site title••• Locked
“••• Locked”
Sep 16, 2026FactFirm website
Site title••• Locked
“••• Locked”
Sep 13, 2026FactFirm website

Not yet on record: new companies, 12 mo.