Tolleson US Equity, LP
Industry: Pooled Investment Fund (See others in industry)
Address:
5500 Preston Road Suite 250
Dallas, TX, 75205
Phone: (214) 252-3250
Dallas, TX, 75205
Phone: (214) 252-3250
Filings
| Date | FilingType | Incremental Cash | Link to Raw Filing | |||
|---|---|---|---|---|---|---|
| 2026-01-15 | Amended | $2,131,824,200 | $39,139,000 | Other | 06b 3C 3C.7 | SEC link |
| 2025-01-10 | Amended | $2,092,685,200 | $69,052,500 | Other | 06b 3C 3C.7 | SEC link |
| 2024-01-10 | Amended | $2,023,632,700 | $64,642,550 | Other | 06b 3C 3C.7 | SEC link |
| 2023-01-10 | Amended | $1,958,990,150 | $181,785,833 | Other | 06b 3C 3C.7 | SEC link |
| 2022-01-10 | Amended | $1,777,204,317 | $181,602,147 | Other | 06b 3C 3C.7 | SEC link |
| 2021-01-11 | Amended | $1,595,602,170 | $82,801,999 | Other | 06b 3C 3C.7 | SEC link |
| 2020-06-23 | Amended | $1,512,800,171 | $317,369,299 | Other | 06b 3C 3C.7 | SEC link |
| 2019-06-25 | Amended | $1,195,430,872 | $111,260,740 | Other | 06b 3C 3C.7 | SEC link |
| 2018-06-27 | Amended | $1,084,170,132 | $53,633,000 | Other | 06b 3C 3C.7 | SEC link |
| 2017-06-27 | Amended | $1,030,537,132 | $425,396,600 | Other | 06b 3C 3C.7 | SEC link |
| 2016-06-24 | Amended | $605,140,532 | $104,170,500 | Other | 06b 3C 3C.7 | SEC link |
| 2015-06-25 | Amended | $500,970,032 | $34,084,077 | Other | 06b 3C 3C.7 | SEC link |
| 2014-06-30 | Amended | $466,885,955 | $3,985,000 | Other | 06b 3C 3C.7 | SEC link |
| 2014-05-15 | Amended | $462,900,955 | $7,460,000 | Other | 06b 3C 3C.7 | SEC link |
| 2014-04-15 | Amended | $455,440,955 | $6,560,000 | Other | 06b 3C 3C.7 | SEC link |
| 2014-03-14 | Amended | $448,880,955 | $4,550,000 | Other | 06b 3C 3C.7 | SEC link |
| 2014-02-14 | Amended | $444,330,955 | $8,295,000 | Other | 06b 3C 3C.7 | SEC link |
| 2014-01-14 | Amended | $436,035,955 | $4,036,981 | Other | 06b 3C 3C.7 | SEC link |
| 2013-12-13 | Amended | $431,998,974 | $4,175,000 | Other | 06b 3C 3C.7 | SEC link |
| 2013-11-13 | Amended | $427,823,974 | $2,930,000 | Other | 06b 3C 3C.7 | SEC link |
| 2013-10-15 | Amended | $424,893,974 | $3,540,000 | Other | 06b 3C 3C.7 | SEC link |
| 2013-09-16 | Amended | $421,353,974 | $1,510,000 | Other | 06 3C 3C.7 | SEC link |
| 2013-08-15 | Amended | $419,843,974 | $800,000 | Other | 06 3C 3C.7 | SEC link |
| 2013-07-24 | Amended | $419,043,974 | $1,920,000 | Other | 06 3C 3C.7 | SEC link |
| 2013-06-18 | Amended | $417,123,974 | $3,120,000 | Other | 06 3C 3C.7 | SEC link |
| 2013-04-16 | Amended | $414,003,974 | $5,665,000 | Other | 06 3C 3C.7 | SEC link |
| 2013-03-18 | Amended | $408,338,974 | $8,055,000 | Other | 06 3C 3C.7 | SEC link |
| 2013-02-15 | Amended | $400,283,974 | $8,227,500 | Other | 06 3C 3C.7 | SEC link |
| 2013-01-15 | Amended | $392,056,474 | $22,690,000 | Other | 06 3C 3C.7 | SEC link |
| 2012-12-17 | Amended | $369,366,474 | $4,120,000 | Other | 06 3C 3C.7 | SEC link |
| 2012-11-15 | Amended | $365,246,474 | $2,500,000 | Other | 06 3C 3C.7 | SEC link |
| 2012-10-15 | Amended | $362,746,474 | $1,210,000 | Other | 06 3C 3C.7 | SEC link |
| 2012-09-17 | Amended | $361,536,474 | $18,335,000 | Other | 06 3C 3C.7 | SEC link |
| 2012-08-15 | Amended | $343,201,474 | $7,920,000 | Other | 06 3C 3C.7 | SEC link |
| 2012-07-16 | Amended | $335,281,474 | $5,695,000 | Other | 06 3C 3C.7 | SEC link |
| 2012-06-15 | Amended | $329,586,474 | $16,657,000 | Other | 06 3C 3C.7 | SEC link |
| 2012-05-15 | Amended | $312,929,474 | $116,262,855 | Other | 06 3C 3C.7 | SEC link |
| 2012-04-16 | Amended | $196,666,619 | $3,660,000 | Other | 06 3C 3C.7 | SEC link |
| 2012-03-15 | Amended | $193,006,619 | $1,983,000 | Other | 06 3C 3C.7 | SEC link |
| 2012-02-15 | Amended | $191,023,619 | $3,007,000 | Other | 06 3C 3C.7 | SEC link |
| 2012-01-17 | Amended | $188,016,619 | $2,650,000 | Other | 06 3C 3C.7 | SEC link |
| 2011-12-16 | Amended | $185,366,619 | $9,578,000 | Other | 06 3C 3C.7 | SEC link |
| 2011-11-15 | Amended | $175,788,619 | $6,700,000 | Other | 06 3C 3C.7 | SEC link |
| 2011-10-17 | Amended | $169,088,619 | $9,350,000 | Other | 06 3C 3C.7 | SEC link |
| 2011-09-14 | Amended | $159,738,619 | $7,350,000 | Other | 06 3C 3C.7 | SEC link |
| 2011-08-15 | Amended | $152,388,619 | $3,100,000 | Other | 06 3C 3C.7 | SEC link |
| 2011-07-14 | Amended | $149,288,619 | $1,750,000 | Other | 06 3C 3C.7 | SEC link |
| 2011-06-15 | Amended | $147,538,619 | $3,925,000 | Other | 06 3C 3C.7 | SEC link |
| 2011-05-13 | Amended | $143,613,619 | $2,107,500 | Other | 06 3C 3C.7 | SEC link |
| 2011-04-14 | Amended | $141,506,119 | $4,027,500 | Other | 06 3C 3C.7 | SEC link |
| 2011-03-07 | Amended | $137,478,619 | $2,315,000 | Other | 06 3C 3C.7 | SEC link |
| 2011-02-07 | Amended | $135,163,619 | $16,948,000 | Other | 06 3C 3C.7 | SEC link |
| 2011-01-06 | Amended | $118,215,619 | $8,532,000 | Other | 06 3C 3C.7 | SEC link |
| 2010-12-10 | Amended | $109,683,619 | $3,962,000 | Other | 06 3C 3C.7 | SEC link |
| 2010-11-03 | Amended | $105,721,619 | $5,475,000 | Other | 06 3C 3C.7 | SEC link |
| 2010-10-07 | Amended | $100,246,619 | $1,275,000 | Other | 06 3C 3C.7 | SEC link |
| 2010-09-07 | Amended | $98,971,619 | $974,900 | Other | 06 3C 3C.7 | SEC link |
| 2010-08-10 | Amended | $97,996,719 | $640,000 | Other | 06 3C 3C.7 | SEC link |
| 2010-07-08 | Amended | $97,356,719 | $975,000 | Other | 06 3C 3C.7 | SEC link |
| 2010-06-08 | Amended | $96,381,719 | $347,500 | Other | 06 3C 3C.7 | SEC link |
| 2010-05-12 | Amended | $96,034,219 | $571,000 | Other | 06 3C 3C.7 | SEC link |
| 2010-04-09 | Amended | $95,463,219 | $100,000 | Other | 06 3C 3C.7 | SEC link |
| 2010-03-09 | Amended | $95,363,219 | $785,000 | Other | 06 3C 3C.7 | SEC link |
| 2010-02-05 | Amended | $94,578,219 | $1,175,000 | Other | 06 3C 3C.7 | SEC link |
| 2010-01-07 | Amended | $93,403,219 | $400,000 | Other | 06 3C 3C.7 | SEC link |
| 2009-12-07 | Amended | $93,003,219 | $835,000 | Equity Only | 06 3C 3C.7 | SEC link |
| 2009-11-10 | Amended | $92,168,219 | $250,000 | Equity Only | 06 3C 3C.7 | SEC link |
| 2009-10-07 | Amended | $91,918,219 | $1,313,687 | Equity Only | 06 3C 3C.7 | SEC link |
| 2009-09-09 | Amended | $90,604,532 | $150,000 | Equity Only | 06 3C 3C.7 | SEC link |
| 2009-08-06 | Amended | $90,454,532 | $885,000 | Equity Only | 06 3C 3C.7 | SEC link |
| 2009-07-10 | Amended | $89,569,532 | $1,075,000 | Equity Only | 06 3C 3C.7 | SEC link |
| 2009-06-09 | Amended | $88,494,532 | $2,275,000 | Equity Only | 06 3C 3C.7 | SEC link |
| 2009-05-11 | Amended | $86,219,532 | $0 | Equity Only | SEC link | |
| 2009-05-11 | Amended | $84,928,775 | Unknown | Equity Only | SEC link | |
| 2009-05-08 | New | $86,219,532 | Unknown | Equity Only | SEC link | |
| 2009-04-15 | New | $84,928,775 | Unknown | Equity Only | SEC link | |
| 2007-10-19 | Paper Filing | Unknown | Unknown | Other | Not Available | |
| 2007-09-18 | Paper Filing | Unknown | Unknown | Other | Not Available | |
| 2007-08-13 | Paper Filing | Unknown | Unknown | Other | Not Available |
Directors and Executives (Current and Past)
| Name | Role |
|---|---|
| Amy Armstrong | Executive |
| Jim Byrne | Executive |
| Hana Choe | Executive |
| Eric Fernelius | Executive |
| Leigh Godecke | Executive |
| Andrea Hulcy | Executive |
| Richard Joyner | Executive |
| Tracie Klein | Executive |
| Christie Ludvigson | Executive |
| Rb Gp Management, Inc. | Executive |
| Ttg Gp Management, Inc. | Executive |
| Tolleson Gp Management, Inc. | Executive |
| Courtney Pregler | Executive |
| Renee Taken | Executive |
| Philip Taken | Executive |
| Carter Tolleson | Executive |
| John Tolleson | Executive |
| Management, Inc. Ttg Gp | Executive |