Key facts
- TOLLESON PRIVATE WEALTH MANAGEMENT is a private equity firm based in DALLAS, TX.
- TOLLESON PRIVATE WEALTH MANAGEMENT has 2 funds on record, raising $3.2B across the 2 that report a size.
- TOLLESON PRIVATE WEALTH MANAGEMENT reports $12.3M in regulatory assets under management across 22 private funds, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 111838- Regulatory AUM
- $12.3M
- Private fund assets
- $5.1B
- Private funds
- 22 · 18 private equity, 2 hedge, 2 other
- Staff
- 93
- Registered office
- DALLAS, TX
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as TOLLESON PRIVATE WEALTH MANAGEMENT, LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for TOLLESON PRIVATE WEALTH MANAGEMENT are on record yet. Positions surface from round participations, filings, and coverage.
Pro members can request priority coverage with a 48-hour turnaround.
Funds
2 recorded- Tolleson International Equity, LP2023$1.5B
- TWM INTERNATIONAL EQUITIES 2006 L P2009$1.7B
$3.2B raised across the 2 funds that report a size
Frequently asked
- What is TOLLESON PRIVATE WEALTH MANAGEMENT's AUM?
- TOLLESON PRIVATE WEALTH MANAGEMENT manages approximately $12.3M in assets.