Tolleson Private Wealth Management, LLC
● SEC registered since 2000CRD 111838SEC# 801-57641Dallas, TX
Ranks #904 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$9.26B
Fund GAV
$5.08B
Private funds
22
Employees
93
Accounts
3,931
Location
Dallas, TX
Tolleson Private Wealth Management, LLC assets under management
Tolleson Private Wealth Management, LLC operates as an SEC-registered investment adviser based in Dallas, TX. The firm has been registered since 2000. It reports $9.3 billion in regulatory assets under management and employs 93 people. Tolleson Private Wealth Management, LLC manages 22 private funds with combined gross assets of $5.1 billion, including Tolleson US Equity, LP. By regulatory assets, it ranks 904 of 6,004 private fund managers.
Tolleson Private Wealth Management, LLC private funds
22 funds · $5.08B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Tolleson US Equity, LP | Hedge | $1.88B | $50K |
| Tolleson International Equity, LP | Hedge | $1.2B | $50K |
| Tolleson Core Bond, LP | Other Private | $945.3M | $50K |
| Tolleson High Yield Credit, LP | Other Private | $449.3M | $50K |
| Tolleson 2022 Alternative Income, LP | Private Equity | $95.1M | $500K |
| Tolleson 2023 Private Investment, LP | Private Equity | $91.5M | $250K |
| Tolleson 2024 Alternative Income, LP | Private Equity | $70.1M | $250K |
| Tolleson 2022 Private Investments, LP | Private Equity | $66.4M | $250K |
| Tolleson 2024 Private Investment, LP | Private Equity | $51.7M | $250K |
| Tolleson 2021 Private Investment, LP | Private Equity | $50M | $250K |
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Join to unlock · $37/moTolleson Private Wealth Management, LLC owners & executives
27 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aleta Antwanette Stampley Control | Managing Director | Under 5% | 2024 |
| Amy Michelle Armstrong Control | Chief Operations Officer | Under 5% | 2025 |
| Andrea Christine Hulcy Control | Chief Financial Officer | Under 5% | 2021 |
| Brent A Young Control | Managing Director | Under 5% | 2026 |
| Carmine John Camerato II Control | Managing Director | Under 5% | 2026 |
| Courtney Paige Pregler Control | Chief Compliance Officer | Under 5% | 2025 |
| Gregory Scott Hall Control | Senior Managing Director | Under 5% | 2005 |
| Hugh Charles Seligman Control | Managing Director | Under 5% | 2026 |
| Jeffrey Kerr Dunn Control | Managing Director | Under 5% | 2022 |
| John Carter Tolleson Control | Executive Chairman | Under 5% | 2000 |
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Join to unlock · $37/moFrequently asked questions
How much does Tolleson Private Wealth Management, LLC manage?
Tolleson Private Wealth Management, LLC reports $9.3 billion in regulatory assets under management on its Form ADV.
How many private funds does Tolleson Private Wealth Management, LLC manage?
Tolleson Private Wealth Management, LLC manages 22 private funds with combined gross assets of $5.1 billion.
How many employees does Tolleson Private Wealth Management, LLC have?
Tolleson Private Wealth Management, LLC reports 93 employees.
Where is Tolleson Private Wealth Management, LLC located?
Tolleson Private Wealth Management, LLC is based in Dallas, TX and has been SEC-registered since 2000.
Does Tolleson Private Wealth Management, LLC disclose fund performance?
Tolleson Private Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5500 Preston Road, Suite 250, Dallas, TX 75205 |
| Phone | 214-252-3250 |
| Fax | 214-252-3261 |
| Office hours | 8:30 a.m. - 5:30 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1373866 |
| Discloses disciplinary history | No |
Regulatory AUM
$9.26B▲ 13%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 9%
Larger than 91% of 16,271 advisers
AUM vs fund managersTop 15%
Larger than 85% of 6,004 private-fund managers
Number of fundsTop 11%
More funds than 89% of fund managers
EmployeesTop 7%
More than 93% of 16,825 advisers
Assets under management
$9.26Bregulatory AUM
Discretionary $9.11BNon-discretionary $153.2M
Fund type mix
Private Equity18
Other Private2
Hedge2
Service providers
Auditor
Prime broker
Custodian