Tolleson Private Wealth Management, LLC
DALLAS, TX · CIK 1692067 · 13F filing filed 2026-08-13
SEC-registered investment adviser since 2000 · limited liability company
- Assets managed$9.3bn
- Staff93 · 73 in investment roles
- Main clients (by assets)Private funds 55%, High net worth individuals 38%, Banks 5%
- Private funds21 (2 hedge) · $5.1bn gross assets
- Form ADV · 2026-09-10SEC adviser record
- Kindhedge funds, private equity, futures
- Others nearbyDallas, TX
As an employer
- Offices in1 country
- Private fundshedge 2, other private 2, private equity 17
For Q2 2026 this manager filed a 13F notice: its holdings were reported by another manager.