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SEC Form ADV

TREATY OAK EQUITY LLC

Registered Investment AdviserTXERA
$52.1M
Assets Under Management
4
Total Clients
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Registration Details

Accession
crd-300338
Location
AUSTIN, TX
Filing Date
March 11, 2026
AUM
$52.1M
Total Clients
4
Amendment
No
SEC EDGAR
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Client Types

PE Funds

Investment Strategies

ERA

Private Funds

4 private funds reported on Form ADV Schedule D 7.B.1, $52.1M in combined gross assets.

  • TREATY OAK PROMO HOLDINGS LPPrivate Equity Fund$18.8M
  • TREATY OAK CAJUN HOLDINGS LPPrivate Equity Fund$12.0M
  • TREATY OAK UTILITY HOLDINGS LPPrivate Equity Fund$11.3M
  • TREATY OAK FORENSICS HOLDINGS LPPrivate Equity Fund$10.0M

About this Adviser

TREATY OAK EQUITY LLC is a registered investment adviser headquartered in AUSTIN, TX, managing approximately $52.1M in assets across 4 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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