Transwestern Investment Management, LLC
● SEC registered since 2012CRD 159520SEC# 801-76546Dallas, TX
Ranks #1,568 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$3.75B
Fund GAV
$1.51B
Private funds
5
Employees
31
Accounts
7
Location
Dallas, TX
Transwestern Investment Management, LLC assets under management
Transwestern Investment Management, LLC is an SEC-registered investment adviser based in Dallas, TX. The firm has been registered since 2012. It reports $3.7 billion in regulatory assets under management and employs 31 people. Transwestern Investment Management, LLC manages 5 private funds with combined gross assets of $1.5 billion, including Transwestern Strategic Partners Fund III, L.P. By regulatory assets, it ranks 1,568 of 6,004 private fund managers.
Transwestern Investment Management, LLC private funds
5 funds · $1.51B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Transwestern Strategic Partners Fund III, L.P. | Real Estate | $646.6M | $10M |
| Mip Master Partnership II, LP | Real Estate | $347.6M | — |
| Transwestern Strategic Partners Fund IV, L.P. | Real Estate | $262.1M | $10M |
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Join to unlock · $37/moTranswestern Investment Management, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Nicholas Hazen Control | President | Under 5% | 2017 |
| Clarke Hutchins Crenshaw Control | Executive Managing Director, Head Of Asset Management | Under 5% | 2025 |
| Gary Raymond Jaye Control | Chief Investment Officer | Under 5% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Transwestern Investment Management, LLC manage?
Transwestern Investment Management, LLC reports $3.7 billion in regulatory assets under management on its Form ADV.
How many private funds does Transwestern Investment Management, LLC manage?
Transwestern Investment Management, LLC manages 5 private funds with combined gross assets of $1.5 billion.
How many employees does Transwestern Investment Management, LLC have?
Transwestern Investment Management, LLC reports 31 employees.
Where is Transwestern Investment Management, LLC located?
Transwestern Investment Management, LLC is based in Dallas, TX and has been SEC-registered since 2012.
Does Transwestern Investment Management, LLC disclose fund performance?
Transwestern Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8235 Douglas Avenue, Suite 450, Dallas, TX 75225 |
| Phone | 214-572-9817 |
| Office hours | 8:30a.m. - 5:30p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Umbrella registration | Yes |
| Discloses disciplinary history | No |
Regulatory AUM
$3.75B▼ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 15%
Larger than 85% of 16,271 advisers
AUM vs fund managersTop 26%
Larger than 74% of 6,004 private-fund managers
Number of fundsTop 40%
More funds than 60% of fund managers
EmployeesTop 17%
More than 83% of 16,825 advisers
Assets under management
$3.75Bregulatory AUM
Discretionary $937MNon-discretionary $2.81B