Form D · Private Equity Fund

LKCM Headwater PM Co-Investment Partnership, L.P.

Fort Worth, TX · CIK 0001875399

Offering snapshot reported Mar 10, 2022 · SEC filing

Reported sold
$159M
Indefinite offering
Investors reported
206
Form D · investor count
Minimum accepted
$50K
Reported outside-investor minimum
First sale
Jul 29, 2021
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$79.5M$159MAug 12, 2021: $50,000,000.00Aug 12, 2021Sep 30, 2021: $136,115,000.00Sep 30, 2021Mar 10, 2022: $159,025,000.00Mar 10, 2022

Dates 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.

  • Reported sold$136,115,000 → $159,025,000
  • Reported investors176 → 206

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 10, 2022Amendment$159,025,000$22,910,000vs Sep 30, 2021206SEC filing
Sep 30, 2021Amendment$136,115,000$86,115,000vs Aug 12, 2021176SEC filing
Aug 12, 2021Initial$50,000,000No comparison112SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-409693

Source: Form D, filed Mar 10, 2022. 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

LKCM HEADWATER PM CO-INVESTMENT PARTNERSHIP, L.P.

Investment adviser: LUTHER KING CAPITAL MANAGEMENT CORPORATION

Gross asset value
$318M
Beneficial owners
210
ADV minimum commitment
$250K

Reported in Form ADV on Jun 24, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor KPMG LLP FORT WORTH, Texas, United States
Custodian FROST BANK FORT WORTH, 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

KPMG LLP
PCAOB 185

Filing source

Form ADV 2109742 · Jun 24, 2026 · Schedule D 7.B.(1), fund 805-6276038781

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.

People and organizations reported in Form D filings
NameReported role
J. Bryan King Executive
Jacob D Smith Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
301 Commerce Street Suite 1600
Fort Worth, TX, 76102