Fundraising Fox

TXSE Group

Houston, US · Founded 2023 · Delaware corporation

Founders & leadership

TXSE Group was founded in 2023 by James H. Lee.

JHJames H. Lee
James H. LeeinChief Executive OfficerJames H. Lee is founder and CEO of TXSE Group, parent company of the Texas Stock Exchange, a national securities exchange approved by the SEC in 2025. He has over 30 years of experience in equity markets and previously co-founded trading technology companies and an electronic trading brokerage; his early career included mergers and acquisitions roles at Lehman Brothers and First Boston.
JB
Jeffrey BrownChief Legal Officer and General Counsel
RYRick Yoder
Rick YoderinChief Technology Officer
CSCameron Smith
Cameron SmithinGlobal Head of Trading and Co-President
RM
Rob MarroccoGlobal Head, Exchange Traded Products
MV
Matthew VergheseExecutive Vice President
AB
Alex BussandriNamed on SEC filing

Board

JR
James Richard PerryBoard director
RR
Richard RobertsBoard director
TL
Thomas LongBoard director
PF
Paul FosterBoard director
TT
Tyson TuttleBoard director

Reported raises · per SEC filings

Form D private placements

$329.8M disclosed across 5 rounds · 2024–2026

▶$27.9MraisedAug 2026 · 15 investors · Other
Rule 506(b)
Officers, directors & promoters on the filing
  • James H. LeeExecutive Officer, Director
  • Thomas LongDirector
  • Tyson TuttleDirector
  • James Richard PerryDirector
  • Paul FosterDirector
  • Richard RobertsDirector
  • Alex BussandriDirector
  • Jeffrey BrownExecutive Officer
  • Rick YoderExecutive Officer
  • Cameron SmithExecutive Officer
  • Rob MarroccoExecutive Officer
  • Matthew VergheseExecutive Officer
  • Greg FerrariExecutive Officer
  • Jaime GowExecutive Officer
Offering amount
$161.3M
Amount sold
$27.9M
First sale
Jul 2026
Incorporated
Corporation, Texas, 2023
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$27.9MraisedAug 2026 · 15 investors · Other
Rule 506(b)
Officers, directors & promoters on the filing
  • James H. LeeExecutive Officer, Director
  • Thomas LongDirector
  • Tyson TuttleDirector
  • James Richard PerryDirector
  • Paul FosterDirector
  • Richard RobertsDirector
  • Alex BussandriDirector
  • Jeffrey BrownExecutive Officer
  • Rick YoderExecutive Officer
  • Cameron SmithExecutive Officer
  • Rob MarroccoExecutive Officer
  • Matthew VergheseExecutive Officer
  • Greg FerrariExecutive Officer
  • Jaime GowExecutive Officer
Offering amount
$161.3M
Amount sold
$27.9M
First sale
Jul 2026
Incorporated
Corporation, Texas, 2023
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$112.7MraisedJan 2026 · 75 investors · Other
Rule 506(b)
Officers, directors & promoters on the filing
  • Paul FosterDirector
  • Rob MarroccoExecutive Officer
  • Rick YoderExecutive Officer
  • Cameron SmithExecutive Officer
  • Mathew VergheseExecutive Officer
  • Jeffrey BrownExecutive Officer
  • Tyson TuttleDirector
  • Richard RobertsDirector
  • Alex BussandriDirector
  • James H. LeeExecutive Officer, Director
  • Thomas LongDirector
  • James Richard PerryDirector
Offering amount
$112.7M
Amount sold
$112.7M
Minimum investment
$9.9K
First sale
Jul 2025
Incorporated
Corporation, Delaware, 2023
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$28.8MraisedNov 2024 · 15 investors · Other
Rule 506(b)
Officers, directors & promoters on the filing
  • Tyson TuttleDirector
  • James Richard PerryDirector
  • Thomas LongDirector
  • Richard RobertsDirector
  • Paul FosterDirector
  • James H. LeeExecutive Officer, Director
  • Alex BussandriDirector
Offering amount
$28.8M
Amount sold
$28.8M
Minimum investment
$100K
Sales commissions
$862.5K
Placement agents
WOODROCK SECURITIES, L.P.
First sale
Sep 2024
Incorporated
Corporation, Delaware, 2023
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$132.5MraisedAug 2024 · 48 investors · Other
Rule 506(b)
Officers, directors & promoters on the filing
  • James Richard PerryDirector
  • Richard RobertsDirector
  • Thomas LongDirector
  • Paul FosterDirector
  • James H. LeeExecutive Officer, Director
  • Tyson TuttleDirector
Offering amount
$135M
Amount sold
$132.5M
Minimum investment
$100K
Sales commissions
$3.9M
Proceeds to insiders
$169.9K
Placement agents
WOODROCK SECURITIES, L.P.
First sale
Mar 2024
Incorporated
Corporation, Delaware, 2023
Federal exemptions
06b
Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

In the news

J.P. Morgan gets in on TXSE rush as parent company raises $250 million in fundingdallasnews.com · Oct 2025TXSE Group raises $250 million in capital following second funding roundprnewswire.com · Oct 2025TXSE Group Inc announces SEC approval of Texas Stock Exchangeprnewswire.com · Sep 2025Texas Stock Exchange files Form 1 registration to operate as a national securities exchangeprnewswire.com · Jan 2025TXSE Group Inc. Announces Plans to Create the Texas Stock Exchangeprnewswire.com · Jun 2024TXSE Group Raises $250 Million Ahead of Texas Stock Exchange Launchtrends.glance.com

Frequently asked questions

Who founded TXSE Group?
TXSE Group was founded by James H. Lee in 2023.
How much funding has TXSE Group raised?
TXSE Group has disclosed $329.8M raised across 5 rounds.
Where is TXSE Group headquartered?
TXSE Group is headquartered in Houston, US.