Treaty Oak Equity LLC
Austin, TX · CRD 300338
Other private funds managerExempt reporting
Treaty Oak Equity LLC is an exempt reporting adviser based in Austin, TX that reports managing 4 private funds on Form ADV, including 4 private equity funds. Its private funds hold $52.1 million in gross assets.
- Regulatory assets under management
- —Form ADV Item 5.F
- Gross assets of private funds
- $52.1 millionAll private fund types, Form ADV
- Private funds managed
- 4PE 4 · VC 0 · hedge 0
- Employees
- —Form ADV Item 5.A
- Registration
- Exempt reporting adviserCRD 300338
- Latest Form ADV
- 03/11/2026Disciplinary disclosures: none reported
Private investment funds filing Form D (1)
Fund
First sale
Raised
Investors
Minimum
Offering
Treaty Oak Utility Holdings LP
Austin, TXEmerging
First saleDec 2024
Raised$11.3M
Investors31
Minimum$20K
Offering506(b)
Matched to this firm by the fund names and related persons in each Form D. The list may be incomplete.
Private funds reported on Form ADV (4)
Fund
Gross assets
Minimum
Owners
Adviser
Treaty Oak Promo Holdings LP
Delaware, United StatesPrivate equity fund
Gross assets$18.8M
Minimum$20K
Owners18
AdviserTreaty Oak Equity LLC
Treaty Oak Cajun Holdings LP
Delaware, United StatesPrivate equity fund
Gross assets$12.0M
Minimum$12K
Owners36
AdviserTreaty Oak Equity LLC
Treaty Oak Forensics Holdings LP
Delaware, United StatesPrivate equity fund
Gross assets$10.0M
Minimum$25K
Owners32
AdviserTreaty Oak Equity LLC
Treaty Oak Hvac Holdings LP
Delaware, United StatesPrivate equity fund
Gross assets$1.9M
Minimum$15K
Owners25
AdviserTreaty Oak Equity LLC
As reported in the adviser's Form ADV filed Mar 26, 2024. Funds also listed from Form D are shown above.
From SEC filings. Firm data comes from the SEC's Form ADV data. AltMountain has not verified this information, and it is not an offer, solicitation or recommendation. Full disclosures