Form D · Other Investment Fund
Tolleson 2016 Private Investment, LP
Dallas, TX · CIK 0001684511
Offering snapshot reported Jan 21, 2026 · SEC filing
- Reported sold
- $47.4M Indefinite offering
- Investors reported
- Not reported Form D · investor count
- Minimum accepted
- Not reported Reported outside-investor minimum
- First sale
- Not reported As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jan 21, 2026 | Amendment | $47,400,000 | No comparison | Not reported | SEC filing |
| Jan 13, 2025 | Amendment | $47,400,000 | $19,446,819vs Jan 10, 2024 | 82 | SEC filing |
| Jan 10, 2024 | Amendment | $27,953,181 | $0vs Jan 10, 2023 | 81 | SEC filing |
| Jan 10, 2023 | Amendment | $27,953,181 | $800,000vs Jan 11, 2022 | 78 | SEC filing |
| Jan 11, 2022 | Amendment | $27,153,181 | $2,200,000vs Jan 13, 2021 | 75 | SEC filing |
| Jan 13, 2021 | Amendment | $24,953,181 | $2,100,000vs Jun 22, 2020 | 71 | SEC filing |
| Jun 22, 2020 | Amendment | $22,853,181 | $3,250,000vs Jun 26, 2019 | 71 | SEC filing |
| Jun 26, 2019 | Amendment | $19,603,181 | $4,825,000vs Jun 27, 2018 | 70 | SEC filing |
| Jun 27, 2018 | Amendment | $14,778,181 | $9,975,000vs Jun 28, 2017 | 70 | SEC filing |
| Jun 28, 2017 | Amendment | $4,803,181 | -$44,146,819vs Sep 14, 2016 | 69 | SEC filing |
| Sep 14, 2016 | Initial | $48,950,000 | No comparison | 69 | SEC filing |
Offering details
- Securities
- Not reported
- Exemptions
- Not reported
- Duration over one year
- Not reported
- Business combination
- Not reported
- Sales commissions
- Not reported
- Finders' fees
- Not reported
- Form D file number
- 021-270675
Source: Form D, filed Jan 21, 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 2016 PRIVATE INVESTMENT, LP
Investment adviser: TOLLESON PRIVATE WEALTH MANAGEMENT, LLC
- Gross asset value
- $21.4M
- Beneficial owners
- 53
- 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
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 805-6055214092
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 |
|---|---|
| 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 |
| Rb Gp Management, Inc | Executive |
| Tolleson Gp Management, Inc | Executive |
| Courtney Pregler | Executive |
| Carter Tolleson | Executive |
| John Tolleson | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Dallas, TX, 75205