Tolleson US Equity, LP is a private investment fund based in Dallas, Texas. According to its most recent Form D, filed Jan 15, 2026, it has sold $2,131,824,200 of interests to 602 investors since its first sale in Aug 2007. The filing does not set a minimum investment. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Andrea Hulcy; Eric Fernelius; Amy Armstrong.
- Total raised
- $2,131,824,200Cumulative sales reported on Form D
- Investors
- 602
- First sale
- Aug 1, 2007
- Minimum investment
- None set
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Andrea Hulcy; Eric Fernelius; Amy Armstrong
- Latest Form D
- Jan 15, 2026
From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about Tolleson US Equity, LP
What is the minimum investment for Tolleson US Equity, LP?
Tolleson US Equity, LP's latest Form D, filed Jan 15, 2026, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in Tolleson US Equity, LP?
Tolleson US Equity, LP is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7). It uses Rule 506(b), which does not allow general advertising.
How much has Tolleson US Equity, LP raised?
Tolleson US Equity, LP reports $2,131,824,200 sold from 602 investors on its Form D filed Jan 15, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is Tolleson US Equity, LP based?
Tolleson US Equity, LP is based in Dallas, Texas.
When did Tolleson US Equity, LP launch?
Tolleson US Equity, LP reports its first sale in Aug 2007.
Size compared with every private investment fund
Raised more than 99% of the 920 private investment funds based in Texas, and more than 97% of all 10,425 that report sales.
Other funds with the same team
- Tolleson International Equity, LP$1.7B
- Tolleson High Yield Credit, LP$923M
- Tolleson 2023 Private Investment, LP$134M
- Tolleson 2024 Private Investment, LP$132M
- Tolleson 2022 Alternative Income, LP$107M
- Tolleson 2025 Private Investment, LP$106M
- Tolleson 2022 Private Investments, LP$102M
- Tolleson 2021 Private Investment, LP$74.7M