Investment adviser · CRD 166751

CONWAY MACKENZIE INVESTMENT ADVISORS, LLC

Exempt reporting adviser (ERA)

Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.

RIVERON INVESTMENT ADVISORS, LLC

DALLAS, TX, United States · Form ADV filed Nov 21, 2024

Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →

Private funds & service providers

3 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

CM GROWTH CAPITAL PARTNERS, L.P. (F/K/A CAMELOT ACQUISITIONS: SECONDARY OPPORTUNITIES, L.P.)Private Equity Fund · Last reported Nov 21, 2024$18.4MGross asset value

Feeder funds

  • CAMELOT ACQUISITIONS: SECONDARY OPPORTUNITIES OFFSHORE, L.P.
Fund administrator SS&C PRIVATE EQUITY SERVICES NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor UHY, LLP FARMINGTON HILLS, Michigan, United States
Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH, INC. SAN FRANCISCO, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

UHY, LLP
PCAOB 1195

Fund details & source
Fund ID
805-2115037307
Reported beneficial owners
23
Minimum commitment
$500K

Form ADV 1909543 · Nov 21, 2024 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

LONE STAR CRA FUND, LPPrivate Equity Fund · Last reported Mar 31, 2022$105MGross asset value
Auditor MOSS ADAMS, LLP DALLAS, Texas, United States
Custodian TEXAS CAPITAL BANK DALLAS, Texas, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

MOSS ADAMS, LLP
PCAOB 659

Fund details & source
Fund ID
805-3944602100
Reported beneficial owners
23
Minimum commitment
$1M

Form ADV 1630784 · Mar 31, 2022 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

EMERALD PARTNERS IV, L.P.Private Equity Fund · Last reported Jan 21, 2020$930KGross asset value
Auditor UHY, LLP FARMINGTON HILLS, Michigan, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No

UHY, LLP
PCAOB 1195

Fund details & source
Fund ID
805-7200767759
Reported beneficial owners
25
Minimum commitment
$50K

Form ADV 1371368 · Jan 21, 2020 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Nov 21, 2024. View historical filings

Reported services

Not reported in these imported fields

Compensation

Not reported in these imported fields

Principal office

2515 MCKINNEY AVENUE, SUITE 1200
DALLAS, TX, 75201, United States

CRD 166751

Filing source

Form ADV 1909543 · Nov 21, 2024 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.