Rock Bluff Domestic Equity Partnership is a Other Investment Fund in Texas, that has raised $2.02 bn from 568 investors, for a fund started in Aug 2007. Data from SEC filing on 10 Jan 2024.
Company profile
Employees
Incorporated
Location
Industry
Former names
Rock Bluff Domestic Equity Partnership, L.P., TWM Select Equity Partnership LP
SEC CIK
SEC advisor number
801-57641
FINRA CRD number
111838
AUM ?
$8.18 bn
(as of 30 Sep 22)
Accounts
3,723
(as of 30 Sep 22)
Employees
96
(70 investment advisory or research)
Address
Rock Bluff Domestic Equity Partnership
5500 Preston Road
Suite 250
Dallas
TX 75205
5500 Preston Road
Suite 250
Dallas
TX 75205
Office hours
Monday - Friday, 8:30 A.M. - 5:30 P.M.
Phone
(214) 252-3250
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Tolleson, John, Carter | Executive Chairman | 04/2000 | < 5% |
Joyner, John, Richard | President | 03/2013 | < 5% |
Tolleson Wealth Mangement of Delaware, Inc | Limited Partner | 12/2002 | > 75% |
TPWM Services, Inc. | General Partner | 04/2000 | < 5% |
Tolleson Wealth Mangement, Inc | Holding Company | 04/2002 | < 5% |
Tolleson Wealth Management, Inc. | Sole Shareholder | 12/2002 | > 75% |
Klein, Tracie, Hill | Chief Compliance Officer & Chief Administrative Officer | 09/2004 | < 5% |
Hall, Gregory, Scott | Managing Director | 04/2005 | < 5% |
Scheibe, John, Michael | Chief Operating Officer | 01/2014 | < 5% |
Reeder, Dorothy, Pirtle | Managing Director | 09/2014 | < 5% |
Held, Michael, R | Managing Director | 03/2015 | < 5% |
Ramey, Royce, Creighton | Chief Experience Officer | 07/2015 | < 5% |
Tolleson JR., John, Carter | Chief Executive Officer | 03/2013 | < 5% |
Bennett, Eric, Wayne | Chief Investment Officer | 12/2017 | < 5% |
Hulcy, Andrea, Christine | Chief Financial Officer | 01/2021 | < 5% |
Wagner, Michael, Reigle | Managing Director | 01/2021 | < 5% |
Thompson, Justin, Lewis | Managing Director | 01/2022 | < 5% |
Wester, Era, Micahl | Managing Director | 01/2022 | < 5% |
Jenevein, Susan, Wells | Managing Director | 01/2022 | < 5% |
DT 2020 Saving Trust | Shareholder | 12/2021 | 25-50% |
JT 2020 Secure Trust | Shareholder | 12/2021 | 25-50% |
Tolleson, John, Carter | Trustee | 12/2021 | |
Tolleson JR., John, Carter | Trustee | 12/2021 | |
Tolleson, Debra, June | Trustee | 12/2021 |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Tolleson Private Wealth Management | $8.18 bn | |
Tolleson 2012 Energy, LP | $5.72 mm | Private Equity Fund |
Tolleson 2012 Technology, LP | $356.55 k | Private Equity Fund |
Tolleson 2015 Energy, LP | $13.09 mm | Private Equity Fund |
Tolleson 2015 Goff, LP | $26.28 mm | Private Equity Fund |
Tolleson 2015 Private Investment, LP | $24.65 mm | Private Equity Fund |
Tolleson 2016 Private Investment, LP | $28.56 mm | Private Equity Fund |
Tolleson 2017 Private Investment, LP. | $19.47 mm | Private Equity Fund |
Tolleson 2018 Private Investment, LP | $42.85 mm | Private Equity Fund |
Tolleson 2019 Private Investment, LP | $33.39 mm | Private Equity Fund |
Tolleson 2020 Private Investment, LP | $54.56 mm | Private Equity Fund |
Tolleson 2021 Private Investment, LP | $17.62 mm | Private Equity Fund |
Tolleson 2022 Alternative Income, LP | $14.67 mm | Private Equity Fund |
Tolleson 2022 Private Investments, LP | Private Equity Fund | |
Tolleson Core Bond, LP | $811.95 mm | Other Private Fund |
Tolleson High Yield Credit, LP | $487.45 mm | Other Private Fund |
Tolleson International Equity, LP | $1.50 bn | Other Private Fund |
Tolleson Us Equity, LP | $2.19 bn | Other Private Fund |
Latest filings (excl ownership)
D/A
Indefinite amount in investment fund, sold $2.02 bn, 568 investors
10 Jan 24
D/A
Indefinite amount in investment fund, sold $1.96 bn, 562 investors
10 Jan 23
D/A
Indefinite amount in investment fund, sold $1.78B, 508 investors
10 Jan 22
D/A
Indefinite amount in investment fund, sold $1.6B, 447 investors
11 Jan 21
D/A
Indefinite amount in investment fund, sold $1.51B, 421 investors
23 Jun 20
D/A
Indefinite amount in investment fund, sold $1.2B, 381 investors
25 Jun 19
D/A
Indefinite amount in investment fund, sold $1.08B, 361 investors
27 Jun 18
D/A
Indefinite amount in investment fund, sold $1.03B, 348 investors
27 Jun 17
D/A
Indefinite amount in investment fund, sold $605.14M, 321 investors
24 Jun 16
D/A
Indefinite amount in investment fund, sold $500.97M, 290 investors
25 Jun 15
Latest ownership filings
No filings