Rock Bluff Equity Income Partnership is a Other Investment Fund in Texas, that has raised $733.51 mm from 318 investors, for a fund started in Apr 2007. Data from SEC filing on 22 Jun 2020.
Company profile
Website
Employees
Incorporated
Location
Industry
Former names
TWM Equity Income Partnership L P
SEC CIK
SEC advisor number
801-57641
FINRA CRD number
111838
AUM ?
$6.63 bn
(as of 30 Jun 20)
Accounts
3,363
(as of 30 Jun 20)
Employees
87
(63 investment advisory or research)
Address
Rock Bluff Equity Income 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% |
Tolleson, John, Carter | Majority Shareholder | 12/2002 | 50-75% |
Klein, Tracie, Hill | Chief Compliance Officer & Chief Financial 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 | Managing Director | 07/2015 | < 5% |
Tolleson JR., John, Carter | Chief Executive Officer | 03/2013 | < 5% |
Taken, Philip | Senior Counsel | 06/2014 | < 5% |
Bennett, Eric, Wayne | Chief Investment Officer | 12/2017 | < 5% |
Ownership
Latest filings (excl ownership)
D/A
Indefinite amount in investment fund, sold $733.51M, 318 investors
23 Jun 20
D/A
Indefinite amount in investment fund, sold $722.06M, 311 investors
25 Jun 19
D/A
Indefinite amount in investment fund, sold $699.49M, 293 investors
27 Jun 18
D/A
Indefinite amount in investment fund, sold $676.96M, 287 investors
27 Jun 17
D/A
Indefinite amount in investment fund, sold $655.91M, 271 investors
24 Jun 16
D/A
Indefinite amount in investment fund, sold $511.88M, 228 investors
25 Jun 15
D/A
Indefinite amount in investment fund, sold $448.38M, 203 investors
27 Jun 14
D/A
Indefinite amount in investment fund, sold $445.72M, 203 investors
15 May 14
D/A
Indefinite amount in investment fund, sold $439.39M, 201 investors
15 Apr 14
D/A
Indefinite amount in investment fund, sold $430.69M, 198 investors
14 Mar 14
Latest ownership filings
No filings