Tolleson US Equity, LP
Hedge FundFund ID 805-6439621114Texas, United States
Gross assets
$1.88B
Min. investment
$50K
Beneficial owners
255
Size rank
Top 4%
Audited
Yes
Structure
Standalone
About this fund
Tolleson US Equity, LP is a hedge fund managed by Tolleson Private Wealth Management, LLC. The fund reports $1.9 billion in gross assets, placing it among the top 4% of private funds by size. The stated minimum investment is $50,000. Its financial statements are audited annually. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.
Fund details
| Fund ID | 805-6439621114 |
| Fund type | Hedge Fund |
| 3(c)(1) exclusion | No |
| 3(c)(7) exclusion | Yes |
| Master fund | No |
| Feeder fund | No |
| Fund of funds | Yes |
| Relies on exemption from registration | Yes |
| Annual audit | Yes |
| Prepared per GAAP | Yes |
| Sub-advised | No |
| % of assets independently valued | 0% |
Other funds from this manager
| Fund | Type | Gross assets |
|---|---|---|
| Tolleson International Equity, LP | Hedge | $1.2B |
| Tolleson Core Bond, LP | Other Private | $945.3M |
| Tolleson High Yield Credit, LP | Other Private | $449.3M |
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Join to unlock · $37/moFrequently asked questions
How large is Tolleson US Equity, LP?
Tolleson US Equity, LP reports $1.9 billion in gross assets, among the top 4% of private funds by size.
What is the minimum investment for Tolleson US Equity, LP?
The stated minimum investment is $50,000.
Who manages Tolleson US Equity, LP?
Tolleson US Equity, LP is managed by Tolleson Private Wealth Management, LLC.
Does Tolleson US Equity, LP disclose returns?
No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.
Manager
T
Dallas, TX
Service providers
Reported gross assets
$1.88BNo change
Jan '25Form ADV, monthlyJun '26
How this fund compares
Gross assetsTop 4%
Larger than 96% of 67,041 private funds
Gross assets vs Hedge FundsTop 9%
Larger than 91% of 12,442 hedge funds
Minimum investmentTop 85%
Higher than 15% of funds reporting a minimum
Investor base
Adviser & related persons1%
Funds of funds%
Non-U.S. persons%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.