Treaty Oak Equity
Private Equity Exempt reporting adviser
Legal name: Treaty Oak Equity LLC
Austin, TX Website
AUM
$52.1M
Private fund assets
Private funds
4
Private Equity 4
Private fund assets
$52.1M
Gross asset value
Employees
—
Last Form D raise
Jan 2025
Most recent fund filing
From SEC Form ADV filing (filed Mar 11, 2026). View on SEC
People(2)
Owners and executive officers named on the firm's SEC Form ADV.
B
C
Funds(4)
Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.
| Fund | Type | Gross assets | Raised (Form D) | Investors | Last Form D | Recency |
|---|---|---|---|---|---|---|
| Treaty Oak Utility Holdings LP | Private Equity | $11.3M | $11.3M | 31 | Jan 2025 | Cool |
| Treaty Oak Forensics Holdings LP | Private Equity | $10.0M | $10.0M | 32 | Aug 2023 | Cold |
| Treaty Oak Cajun Holdings LP | Private Equity | $12.0M | $12.0M | 36 | Mar 2022 | Cold |
| Treaty Oak Promo Holdings LP | Private Equity | $18.8M | $7.2M | 18 | Jun 2021 | Cold |
Board seats
Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.
No board seats matched from SEC filings yet.
Regulatory identifiers
- CRD number
- 300338
- SEC file number
- 802-127804
Sources
- SEC Form ADV Oct 14, 2026