Form D · Other Investment Fund

Tolleson 2012 Energy, LP

Dallas, TX · CIK 0001553893

Offering snapshot reported Jan 9, 2026 · SEC filing

Reported sold
$16.2M
Indefinite offering
Investors reported
48
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
May 1, 2012
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$8.11M$16.2MJul 24, 2012: $810,000.00Jul 24, 2012Aug 15, 2012: $2,330,000.00May 15, 2013: $3,304,517.00Jun 30, 2014: $3,304,517.00Jun 30, 2014: $3,304,517.00Jun 30, 2014: $3,304,517.00Apr 9, 2015: $8,319,934.00Jun 25, 2015: $8,879,934.00Jun 24, 2016: $9,504,952.00Jun 27, 2017: $10,104,952.00Jun 27, 2018: $10,454,952.00Jun 25, 2019: $11,079,952.00Jun 22, 2020: $11,179,952.00Jan 12, 2021: $11,279,952.00Jan 11, 2022: $11,279,952.00Jan 10, 2023: $11,279,952.00Jan 10, 2024: $11,279,952.00Jan 10, 2025: $16,216,200.00Jan 9, 2026: $16,216,200.00Jan 9, 2026

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 investors47 → 48

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 9, 2026Amendment$16,216,200$0vs Jan 10, 202548SEC filing
Jan 10, 2025Amendment$16,216,200$4,936,248vs Jan 10, 202447SEC filing
Jan 10, 2024Amendment$11,279,952$0vs Jan 10, 202344SEC filing
Jan 10, 2023Amendment$11,279,952$0vs Jan 11, 202242SEC filing
Jan 11, 2022Amendment$11,279,952$0vs Jan 12, 202140SEC filing
Jan 12, 2021Amendment$11,279,952$100,000vs Jun 22, 202035SEC filing
Jun 22, 2020Amendment$11,179,952$100,000vs Jun 25, 201935SEC filing
Jun 25, 2019Amendment$11,079,952$625,000vs Jun 27, 201834SEC filing
Jun 27, 2018Amendment$10,454,952$350,000vs Jun 27, 201733SEC filing
Jun 27, 2017Amendment$10,104,952$600,000vs Jun 24, 201633SEC filing
Jun 24, 2016Amendment$9,504,952$625,018vs Jun 25, 201533SEC filing
Jun 25, 2015Amendment$8,879,934$560,000vs Apr 9, 201532SEC filing
Apr 9, 2015Amendment$8,319,934$5,015,417vs Jun 30, 201432SEC filing
Jun 30, 2014Amendment$3,304,517$0vs May 15, 201332SEC filing
Jun 30, 2014Amendment$3,304,517$0vs May 15, 201332SEC filing
Jun 30, 2014Amendment$3,304,517$0vs May 15, 201332SEC filing
May 15, 2013Amendment$3,304,517$2,494,517vs Jul 24, 201232SEC filing
Aug 15, 2012Amendment$2,330,000$1,520,000vs Jul 24, 201232SEC filing
Jul 24, 2012Initial$810,000No comparison32SEC 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
021-181660

Source: Form D, filed Jan 9, 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 ENERGY, LP

Investment adviser: TOLLESON PRIVATE WEALTH MANAGEMENT, LLC

Gross asset value
$2.67M
Beneficial owners
36
ADV minimum commitment
$250K

Reported in Form ADV on Sep 10, 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
Custodian TOLLESON PRIVATE BANK DALLAS, Texas, United States Related to adviser: Yes
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 2131955 · Sep 10, 2026 · Schedule D 7.B.(1), fund 805-8699721575

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
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