0001959905-26-000003.txt : 20260116
0001959905-26-000003.hdr.sgml : 20260116
20260115195911
ACCESSION NUMBER: 0001959905-26-000003
CONFORMED SUBMISSION TYPE: D/A
PUBLIC DOCUMENT COUNT: 1
ITEM INFORMATION: Rule 506(b) provides a "safer harbor" for a private offering
ITEM INFORMATION: Investment Company Act Section 3(c)
ITEM INFORMATION: Section 3(c)(7)
FILED AS OF DATE: 20260116
DATE AS OF CHANGE: 20260115
EFFECTIVENESS DATE: 20260116
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Tolleson 2023 Private Investment, LP
CENTRAL INDEX KEY: 0001959905
ORGANIZATION NAME:
EIN: 921016520
STATE OF INCORPORATION: TX
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: D/A
SEC ACT: 1933 Act
SEC FILE NUMBER: 021-470372
FILM NUMBER: 26537403
BUSINESS ADDRESS:
STREET 1: 5500 PRESTON ROAD
STREET 2: SUITE 250
CITY: DALLAS
STATE: TX
ZIP: 75205
BUSINESS PHONE: 214-252-3250
MAIL ADDRESS:
STREET 1: 5500 PRESTON ROAD
STREET 2: SUITE 250
CITY: DALLAS
STATE: TX
ZIP: 75205
D/A
1
primary_doc.xml
X0708
D/A
LIVE
0001959905
Tolleson 2023 Private Investment, LP
5500 PRESTON ROAD
SUITE 250
DALLAS
TX
TEXAS
75205
214-252-3250
TEXAS
None
None
Limited Partnership
true
2022
Tolleson GP
Management, Inc
5500 Preston Road,
Suite 250
Dallas
TX
TEXAS
75205
Executive Officer
General Partner of the Issuer
John
Tolleson
5500 Preston Road,
Suite 250
Dallas
TX
TEXAS
75205
Executive Officer
Chairman of the Board of Directors of the General Partner of the Issuer
Carter
Tolleson
5500 Preston Road,
Suite 250
Dallas
TX
TEXAS
75205
Executive Officer
President and Chief Executive Officer of the General Partner of the Issuer
Leigh
Godecke
5500 Preston Road,
Suite 250
Dallas
TX
TEXAS
75205
Executive Officer
Assistant Vice President and Assistant Secretary of the General Partner of the Issuer
Andrea
Hulcy
5500 Preston Road,
Suite 250
Dallas
TX
TEXAS
75205
Executive Officer
Executive Vice President and Chief Financial Officer of the General Partner of the Issuer
Eric
Fernelius
5500 Preston Road,
Suite 250
Dallas
TX
TEXAS
75205
Executive Officer
Vice President and Assistant Secretary of the General Partner of the Issuer
Amy
Armstrong
5500 Preston Road,
Suite 250
Dallas
TX
TEXAS
75205
Executive Officer
Chief Operating Officer of the General Partner of the Issuer
Courtney
Pregler
5500 Preston Road
Suite 250
Dallas
TX
TEXAS
75205
Executive Officer
Chief Compliance Officer of the General Partner of the Issuer
Pooled Investment Fund
Other Investment Fund
false
Decline to Disclose
- 06b
- 3C
- 3C.7
true
0001959905-25-000001
2023-01-03
true
true
false
0
Indefinite
133850000
Indefinite
false
92
0
0
0
false
Tolleson 2023 Private Investment, LP
Courtney P Pregler
Courtney Pregler
CCO, Designated Signatory
2026-01-15