Form D · Pooled Investment Fund

Wallace Capital Management Inc.

Dallas, TX · CIK 0001459754

Offering snapshot reported Mar 31, 2009 · SEC filing

Reported sold
$45M
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

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 31, 2009Initial$45,000,000No comparisonNot reportedSEC 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
021-129254

Source: Form D, filed Mar 31, 2009. 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

WALLACE CAPITAL MANAGEMENT FUND, L.P.

Investment adviser: WALLACE CAPITAL MANAGEMENT, INC.

Gross asset value
$143M
Beneficial owners
57
ADV minimum commitment
$1M

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

Service providers

Fund administrator MARY S. LEWIS, P.C. GAINESVILLE, Texas, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor MELTON & MELTON, LLP HOUSTON, Texas, United States
Custodian FIDELITY BROKERAGE SERVICES LLC BOSTON, Massachusetts, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

MELTON & MELTON, LLP
PCAOB 777

FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292

Filing source

Form ADV 2072202 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-5581546511

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
Thomas David Barrow Director
Casey Crenshaw Director
Christopher Lee Thomason Director, Executive
Scott Trevor Wallace Director, Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
300 Crescent Court Suite 830
Dallas, TX, 75201