Tolleson Private Wealth Management
Tolleson Private Wealth Management is a private credit and private equity manager in Dallas, TX. It is registered with the SEC as an investment adviser with $9.3B in regulatory assets and 93 staff. It has 1 fund on file, the latest reported in January 2026.
Funds on file
1
Raised, all funds
$923M
Regulatory assets
$9.3B
Staff
93
Pension investors
None found
See the adviser's own filing →
Latest fund filing
Funds
DateFundTypeRaisedTarget
Adviser record
RegistrationRegistered with the SEC as an investment adviser.
Regulatory assets$9.3B
Employees93
Clients201 wealthy individuals, 21 private funds, 1 bank and 1 charity.
Control personsAmy, Michelle Armstrong, Eric, Wayne Bennett, Brittyn, Russell Brender, Joshua, James Coury, Jeffrey, Kerr Dunn, Gregory, Scott Hall.
Private funds20 private funds holding $5.2B in gross assets.
Private funds it reports
FundTypeGross assets
Tolleson US Equity
Hedge fund
$1.9B
Tolleson International Equity
Hedge fund
$1.3B
Tolleson Core Bond
Other
$962.3M
Tolleson 2024 Private Investment
Private equity
$120.2M
Tolleson 2022 Alternative Income
Private equity
$94M
Tolleson 2024 Alternative Income
Private equity
$89.8M
Tolleson 2020 Private Investment
Private equity
$50.7M
Tolleson 2018 Private Investment
Private equity
$45.4M
Tolleson 2019 Private Investment
Private equity
$37.8M
Tolleson 2021 Private Investment
Private equity
$34.1M
Tolleson 2016 Private Investment
Private equity
$33.2M
Tolleson 2022 Private Investments
Private equity
$31.6M
Tolleson 2017 Private Investment
Private equity
$22.8M
Tolleson 2015 Private Investment
Private equity
$12.5M