Form D · Private Equity Fund
FW Tessera Royale LLC
Kansas City, MO · CIK 0001921781
Offering snapshot reported Apr 12, 2024 · SEC filing
- Reported sold
- $4.51M Indefinite offering
- Investors reported
- 15 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Apr 20, 2022 As reported in this filing
Fundraising history
Reported soldDates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Apr 12, 2024 | Amendment | $4,514,000 | $0vs Apr 13, 2023 | 15 | SEC filing |
| Apr 13, 2023 | Amendment | $4,514,000 | No comparison | 15 | SEC filing |
| Apr 13, 2022 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.1
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0 (estimated)
- Finders' fees
- $0 (estimated)
- Form D file number
- 021-441625
Source: Form D, filed Apr 12, 2024. Minimum accepted may differ from a standard advertised minimum.
Fund connections
The linked fund shows its most recently reported ADV details.
Matched by reported Form D file number
FW TESSERA ROYALE, LLC
Investment adviser: UMB PRIVATE WEALTH MANAGEMENT, LLC
- Gross asset value
- $4.03M
- Beneficial owners
- 16
- ADV minimum commitment
- $250K
Reported in Form ADV on Sep 18, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
KPMG
PCAOB 185
Filing source
Form ADV 2133612 · Sep 18, 2026 · Schedule D 7.B.(1), fund 805-2533927965
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| Umb Asset Management, Llc | Executive, Promoter |
| Umb Family Wealth Fw Tessera Royale Llc | Executive, Promoter |
| Umb Family Wealth, Llc | Executive, Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Kansas City, MO, 64106