Treaty Oak Equity LLC

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Assets, Funds, Holdings

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Treaty Oak Equity LLC
CRD #300338
SEC #802-127804
CIK #
AUM
Employees
Phone512-980-4575
Address1012 Rio Grande St
Austin, TX 78701
Source [IAPD] [Website] [LinkedIn]
Total AUM ($)
1.00.80.60.40.20.02011201620212026
Type Form D Funds Date Sold ($M) AUM ($M)
PE Treaty Oak Utility Holdings LP [2025-03-26] 11.3 11.3
PE Treaty Oak Forensics Holdings LP [2024-03-26] 10.0 10.0
PE Treaty Oak Cajun Holdings LP [2023-03-30] 12.0 12.0
PE Treaty Oak HVAC Holdings LP [2023-03-30] 8.2 0.3
PE Treaty Oak Promo Holdings LP [2023-03-30] 7.2 18.8
AUM Breakdown Accounts AUM ($)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 0 0.0
By Discretionary
Discretionary 0 0.0
Non-Discretionary 0 0.0
Total 0 0.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.0
Total 0 0.0
Form D Directors # Filings # Firms 2011 - 2025
Benjamin Williams 9
Treaty Oak Forensics Holdings GP LLC 1
Treaty Oak Utility Holdings GP LLC 1
Treaty Oak Promo Holdings GP LLC 1
Treaty Oak Cajun Holdings GP LLC 1
Treaty Oak Equity LLC 1
Treaty Oak HVAC Holdings GP LLC 1
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