Form D · Other Investment Fund

Tolleson 2012 Technology, LP

Dallas, TX · CIK 0001567130

Offering snapshot reported Jan 16, 2026 · SEC filing

Reported sold: $10.1M
Investors reported: 28
Minimum accepted: $0
First sale: Jan 1, 2013

Fundraising history

Reported sold

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 investors27 → 28

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Jan 16, 2026	Amendment	$10,110,100	$0vs Jan 10, 2025	28	SEC filing
Jan 10, 2025	Amendment	$10,110,100	$3,103,277vs Jan 10, 2024	27	SEC filing
Jan 10, 2024	Amendment	$7,006,823	$0vs Jan 10, 2023	25	SEC filing
Jan 10, 2023	Amendment	$7,006,823	$86,000vs Jan 11, 2022	25	SEC filing
Jan 11, 2022	Amendment	$6,920,823	$0vs Jan 12, 2021	24	SEC filing
Jan 12, 2021	Amendment	$6,920,823	$0vs Jun 22, 2020	23	SEC filing
Jun 22, 2020	Amendment	$6,920,823	$0vs Jun 25, 2019	23	SEC filing
Jun 25, 2019	Amendment	$6,920,823	$0vs Jun 27, 2018	22	SEC filing
Jun 27, 2018	Amendment	$6,920,823	$0vs Jun 27, 2017	21	SEC filing
Jun 27, 2017	Amendment	$6,920,823	$0vs Jun 24, 2016	21	SEC filing
Jun 24, 2016	Amendment	$6,920,823	$1,100,000vs Jun 25, 2015	21	SEC filing
Jun 25, 2015	Amendment	$5,820,823	$0vs Apr 9, 2015	21	SEC filing
Apr 9, 2015	Amendment	$5,820,823	$2,483,823vs Jun 30, 2014	23	SEC filing
Jun 30, 2014	Amendment	$3,337,000	$0vs May 15, 2013	21	SEC filing
May 15, 2013	Amendment	$3,337,000	$985,000vs Apr 16, 2013	21	SEC filing
Apr 16, 2013	Amendment	$2,352,000	$1,182,000vs Feb 15, 2013	21	SEC filing
Feb 15, 2013	Initial	$1,170,000	No comparison	21	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.7
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-191935

Source: Form D, filed Jan 16, 2026. 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

TOLLESON 2012 TECHNOLOGY, LP

Investment adviser: TOLLESON PRIVATE WEALTH MANAGEMENT, LLC

Gross asset value: $549K
Beneficial owners: 24
ADV minimum commitment: $250K

Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor ERNST & YOUNG LLP DALLAS, Texas, United States

Custodian PERSHING ADVISOR SOLUTIONS LLC JERSEY CITY, New Jersey, 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

ERNST & YOUNG LLP
PCAOB 42

PERSHING ADVISOR SOLUTIONS LLC
SEC 8-47425

Filing source

Form ADV 2075289 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-3870773224

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
Name	Reported 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
Ttg Gp Management, Inc.	Executive
Rb Gp Management, Inc.	Executive
Tolleson Gp Management, Inc.	Executive
Courtney Pregler	Executive
Renee Taken	Executive
Philip Taken	Executive
Carter Tolleson	Executive
John Tolleson	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

5500 Preston Road, Suite 250
Dallas, TX, 75205