Form D · Other Investment Fund
Tolleson 2025 Private Investment, LP
Dallas, TX · CIK 0002057254
Offering snapshot reported Jan 16, 2026 · SEC filing
- Reported sold
- $106M Indefinite offering
- Investors reported
- 54 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Feb 18, 2025 As reported in this filing
Fundraising history
Reported soldDates 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$15,875,000 → $106,250,000
- Reported investors9 → 54
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jan 16, 2026 | Amendment | $106,250,000 | $90,375,000vs Feb 27, 2025 | 54 | SEC filing |
| Feb 27, 2025 | Initial | $15,875,000 | No comparison | 9 | 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
- 021-539408
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 2025 PRIVATE INVESTMENT, LP
Investment adviser: TOLLESON PRIVATE WEALTH MANAGEMENT, LLC
- Gross asset value
- $4.69M
- Beneficial owners
- 54
- 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 805-6271558335
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 |
| Eric Fernelius | Executive |
| Andrea Hulcy | 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