Form D · Private Equity Fund

TCWA Esperanza GoM, LLC

Dallas, TX · CIK 0002010116

Offering snapshot reported Mar 26, 2024 · SEC filing

Reported sold
$17.6M
Indefinite offering
Investors reported
25
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Jan 24, 2024
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$8.78M$17.6MFeb 9, 2024: $14,814,516.00Feb 9, 2024Mar 26, 2024: $17,550,000.00Mar 26, 2024

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$14,814,516 → $17,550,000
  • Reported investors23 → 25

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 26, 2024Amendment$17,550,000$2,735,484vs Feb 9, 202425SEC filing
Feb 9, 2024Initial$14,814,516No comparison23SEC 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
021-504816

Source: Form D, filed Mar 26, 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

TCWA ESPERANZA GOM, LLC

Investment adviser: TURTLE CREEK WEALTH ADVISORS, LLC

Gross asset value
$20.6M
Beneficial owners
25
ADV minimum commitment
$100K

Reported in Form ADV on Aug 5, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator TRIDENT FUND SERVICES, INC. HOUSTON, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor ELLIOT DAVIS LLC CHATTANOOGA, Tennessee, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No

ELLIOT DAVIS LLC
PCAOB 149

Filing source

Form ADV 2120142 · Aug 5, 2026 · Schedule D 7.B.(1), fund 805-9018183242

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
Benjamin Carter Executive
Dale Cloud Executive
Gregory Kalb Executive
Alan L. Miller Executive
John Reilly Promoter
. Turtle Creek Capital, Llc Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
2828 N. Harwood Street Suite 1250
Dallas, TX, 75201