Firms, funds, partners, companies and rounds from sworn filings, firm sites and announcements, kept as a graph with a date and a source on every edge. Facts, inferences and estimates are labelled as such. A fund target is never a close, GAV is never dry powder, and a round size is never an investor’s check.

Firms / Riata Capital Group, LLC

Riata Capital Group, LLC

Private equity with venture activity · probableDallas, TXriatacapital.comSEC registered investment adviser

Riata Capital Group is a leading private equity firm focused on partnering with seasoned management teams to build exceptional middle-market companies.

registered adviser; venture funds are 0% of 17 private funds

Importance
48
elevated
Active deployment
15
moderate
Emerging
0
low
Completeness
69
high
Freshness
100
high
Research priority
11
low
Identity and regulatory footprint
Headquarters
Dallas, TXadviserinfo.sec.gov
Office address
4550 TRAVIS STREET, SUITE 500, Dallas, TX, 75205adviserinfo.sec.gov
Business phone
214-740-3600adviserinfo.sec.gov
SEC adviser type
registered investment adviseradviserinfo.sec.gov
SEC exemption claimed
unknown
Latest Form ADV
Mar 6, 2024
Private funds reported
17 (0 venture capital funds)adviserinfo.sec.gov
Private fund gross assets
$804Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
Regulatory AUM
$804Mthe adviser's RAUM, a regulatory measure, never a fund size
Employees
17
business email
info@riatacapital.comriatacapital.compublished by the subject
business phone
214-740-3600adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
4 observed deals
Stated (the firm’s website)
Sectors
fintech, healthcare, consumer, space, edtech, industrial
Stages
not stated or not yet read
Geography
los angeles, texas, united states
Check size
not stated; DFX does not estimate checks from round sizes
Observed (from deals on record)
Stage at participation: no observed deals yet
Stage at first entry: no observed deals yet
Sectors
unknown 100%
lead rate n/afollow-on rate n/anew logos, 12 months 4
Funds and vehicles
8 reported, 2 no longer reported
VehicleTypeVintageLifecycleReported GAVOwnersForm D soldLatest Form D
Riata Hypro III, LPFund · ADV: Private Equity Fund2020 adv first reportedMature$11.5M
Mar 6, 2024
8unknownunknown
Riata Hypro II, LPFund · ADV: Private Equity Fund2019 adv first reportedMature$25.9M
Mar 6, 2024
2unknownunknown
Riata Hypro, LPFund · ADV: Private Equity Fund2019 adv first reportedMature$15.9M
Mar 6, 2024
12unknownunknown
Riata Wss II, LPFund · ADV: Private Equity Fund2019 adv first reportedMature$186,000
Mar 6, 2024
1unknownunknown
Riata Acuity, LPFund · ADV: Private Equity Fund2017 form d first saleHarvest$13.9M
Mar 6, 2024
7$7.1M
of $7.1M
Apr 6, 2017
Riata Wss, LPFund · ADV: Private Equity Fund2016 form d first saleHarvest$385,000
Mar 6, 2024
16$7.5M
of $36.5M
Sep 26, 2016
Riata Acuity a, LPFund · ADV: Private Equity FundunknownUnknown$71.3M
Mar 6, 2024
2unknownunknown
Riata Acuity B, LPFund · ADV: Private Equity FundunknownUnknown$12.2M
Mar 6, 2024
1unknownunknown
Ecph Ace, LPFund · ADV: Private Equity Fund2019 adv first reportedWound down$0
Jul 20, 2022
1unknownunknown
Midwest Coinvest Holdings, LLCSPV or co-invest vehicle · ADV: Private Equity Fund2019 adv first reportedWound down$0
Jul 20, 2022
2unknownunknown
GAV is the gross asset value the adviser reported on Form ADV for the vehicle, never the fund’s committed size and never dry powder. Form D sold is the amount sold as of the latest filing, never a final close.
Investment team
28 current, 2 departed
Get Started
More Info Approach Firm Portfolio Team News Contact Us Investor Portal
Associate
Marla Stein
Managing Director - Business Development & IR - Riata Resources Group
Investor relations
Angela Rothe
Chief Financial Officer And Chief Compliance Officer · since Feb 1, 2022
Platform and operations
Angela Rothe
Chief Financial Officer & Chief Compliance Officer
Platform and operations
James Bradford
Partner - Operations - Riata Resources Group
Platform and operations
Jeffrey Porter
Managing Director - Operations - Riata Resources Group
Platform and operations
Mindy Cassell
Office Manager & Executive Assistant
Platform and operations
Satish Dave
Managing Director - Operations - Riata Resources Group
Platform and operations
Brandon Boyd
Principal - Business Development - Riata Resources Group
Principal
2 departed (kept with end dates)
  • Glenn W Askew · Partner · Jul 1, 2014 to Mar 27, 2020 Inference
  • Robert John Taylor · Chief Financial Officer And Chief Compliance Officer · Sep 1, 2014 to Mar 31, 2022 Inference
Investments on record
4 edges, 4 companies, 0 partner-attributed
CompanyRoundRolePartnerRound sizeThis investorDateSource
Quiet Signalportfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
Riata Overviewportfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
Arrow Indicating to Click Hereportfolio listingunknownunknownunknownunknownSep 14, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
case studyportfolio listingunknownunknownunknownunknownSep 14, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
“This investor” is the amount disclosed for this investor alone; it is unknown unless a source said it. The round size is the whole round.
Co-investors
11 relationships from shared deals, counted for the whole firm
Limited partners
0 disclosed
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
19 dated events
  1. Sep 16, 2026
    case study no longer listed on Riata Capital Group, LLC's portfolio page
  2. Sep 16, 2026
    Arrow Indicating to Click Here no longer listed on Riata Capital Group, LLC's portfolio page
  3. Mar 28, 2023
    Midwest Coinvest Holdings, LLC no longer reported on Form ADV by Riata Capital Group, LLC
  4. Mar 28, 2023
    Ecph Ace, LP no longer reported on Form ADV by Riata Capital Group, LLC
  5. Apr 1, 2022
    Blake Ransom Battaglia joined Schedule A of Riata Capital Group, LLC as Managing Partner
  6. Mar 31, 2022
    Robert John Taylor (Chief Financial Officer And Chief Compliance Officer) no longer on Schedule A of Riata Capital Group, LLC
  7. Feb 1, 2022
    Angela Rothe joined Schedule A of Riata Capital Group, LLC as Chief Financial Officer And Chief Compliance Officer
  8. Mar 27, 2020
    Glenn W Askew (Partner) no longer on Schedule A of Riata Capital Group, LLC
  9. Mar 27, 2020
    Riata Hypro III, LP first reported on Form ADV by Riata Capital Group, LLC (Private Equity Fund), GAV $8,981,000
  10. Mar 30, 2019
    Riata Hypro II, LP first reported on Form ADV by Riata Capital Group, LLC (Private Equity Fund), GAV $7,433,000
  11. Mar 30, 2019
    Midwest Coinvest Holdings, LLC first reported on Form ADV by Riata Capital Group, LLC (Private Equity Fund), GAV $19,893,000
  12. Mar 30, 2019
    Riata Hypro, LP first reported on Form ADV by Riata Capital Group, LLC (Private Equity Fund), GAV $6,420,000
  13. Mar 30, 2019
    Riata Wss II, LP first reported on Form ADV by Riata Capital Group, LLC (Private Equity Fund), GAV $22,289,000
  14. Mar 30, 2019
    Ecph Ace, LP first reported on Form ADV by Riata Capital Group, LLC (Private Equity Fund), GAV $6,631,000
  15. Oct 2, 2017
    Riata Capital Group, LLC first filed Form ADV (ERA)
  16. Oct 2, 2017
    Riata Acuity B, LP first reported on Form ADV by Riata Capital Group, LLC (Private Equity Fund), GAV $2,082,219
  17. Oct 2, 2017
    Riata Acuity, LP first reported on Form ADV by Riata Capital Group, LLC (Private Equity Fund), GAV $7,536,348
  18. Oct 2, 2017
    Riata Acuity a, LP first reported on Form ADV by Riata Capital Group, LLC (Private Equity Fund), GAV $15,000,000
  19. Oct 2, 2017
    Riata Wss, LP first reported on Form ADV by Riata Capital Group, LLC (Private Equity Fund), GAV $12,626,250
Classification history
  1. Sep 12, 2026
    Private equity with venture activity (probable, 75%, cls-1)
    registered adviser; venture funds are 0% of 17 private funds
Evidence
40 observations from 2 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
SEC adviser typeregistered_investment_adviserMar 6, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
First Form ADV filing2017-10-02Mar 6, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Adv history loadedadv-hist-1Sep 12, 2026FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Latest Form ADV filing2024-03-06Mar 6, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Venture share of reported funds0Mar 6, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Business phone214-740-3600Mar 6, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Contact page urlhttps://www.riatacapital.com/contact
contact page linked from the home page
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
DescriptionRiata Capital Group is a leading private equity firm focused on partnering with seasoned management teams to build exceptional middle-market companies.
meta description
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
DescriptionRiata Capital Group is a leading private equity firm focused on partnering with seasoned management teams to build exceptional middle-market companies.
meta description
Sep 14, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Employees17Mar 6, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
HeadquartersDallas, TXMar 6, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Office address4550 TRAVIS STREET, SUITE 500, Dallas, TX, 75205Mar 6, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Portfolio pagehttps://www.riatacapital.com/portfolio
3 entries read
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Portfolio pagehttps://www.riatacapital.com/portfolio
4 entries read
Sep 14, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Private funds reported17Mar 6, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Private fund gross assets (reported)$804MMar 6, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Regulatory AUM (adviser, not fund size)$804MMar 6, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Stated geographylos angeles,texas,united states
geography words on the home page
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated geographylos angeles,texas,united states
geography words on the home page
Sep 14, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated sectorsfintech,healthcare,consumer,space,edtech,industrial
sector words on the home page
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated sectorsfintech,healthcare,consumer,space,edtech,industrial
sector words on the home page
Sep 14, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Team pagehttps://www.riatacapital.com/our-team
24 name/title pairs read
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Team pagehttps://www.riatacapital.com/our-team
24 name/title pairs read
Sep 14, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Venture funds reported0Mar 6, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
WebsiteHTTP://WWW.RIATACAPITAL.COMMar 6, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Site titleRiata Capital Group | Building Market-Leading Companies | Dallas, TX
title tag
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Site titleRiata Capital Group | Building Market-Leading Companies | Dallas, TX
title tag
Sep 14, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)