TOLLESON PRIVATE WEALTH MANAGEMENT

Registration Details

CIK

1373866

Accession

crd-111838

Location

DALLAS, TX

Filing Date

September 10, 2026

AUM

$9.3B

Total Clients

2

Institutional Clients

23

Employees

93

Amendment

No

SEC EDGAR

View original filing →

Client Types

Private Funds

21 private funds reported on Form ADV Schedule D 7.B.1, $5.1B in combined gross assets.

• TOLLESON US EQUITY, LPHedge Fund$1.9B
• TOLLESON INTERNATIONAL EQUITY, LPHedge Fund$1.2B
• TOLLESON CORE BOND, LPOther Private Fund$945.3M
• TOLLESON HIGH YIELD CREDIT, LPOther Private Fund$449.3M
• TOLLESON 2022 ALTERNATIVE INCOME, LPPrivate Equity Fund$95.1M
• TOLLESON 2023 PRIVATE INVESTMENT, LPPrivate Equity Fund$91.5M
• TOLLESON 2024 ALTERNATIVE INCOME, LPPrivate Equity Fund$70.1M
• TOLLESON 2022 PRIVATE INVESTMENTS, LPPrivate Equity Fund$66.4M
• TOLLESON 2024 PRIVATE INVESTMENT, LPPrivate Equity Fund$51.7M
• TOLLESON 2021 PRIVATE INVESTMENT, LPPrivate Equity Fund$50.0M
• TOLLESON 2018 PRIVATE INVESTMENT, LPPrivate Equity Fund$43.0M
• TOLLESON 2019 PRIVATE INVESTMENT, LPPrivate Equity Fund$36.8M
• TOLLESON 2020 PRIVATE INVESTMENT, LPPrivate Equity Fund$34.4M
• TOLLESON 2016 PRIVATE INVESTMENT, LPPrivate Equity Fund$21.4M
• TOLLESON 2017 PRIVATE INVESTMENT, LP.Private Equity Fund$19.5M
• TOLLESON 2015 PRIVATE INVESTMENT, LPPrivate Equity Fund$11.3M
• TOLLESON 2015 ENERGY, LPPrivate Equity Fund$7.1M
• TOLLESON 2015 GOFF, LPPrivate Equity Fund$5.1M
• TOLLESON 2025 PRIVATE INVESTMENT, LPPrivate Equity Fund$4.7M
• TOLLESON 2012 ENERGY, LPPrivate Equity Fund$2.7M
• TOLLESON 2026 PRIVATE INVESTMENT, LPPrivate Equity Fund—

About this Adviser

TOLLESON PRIVATE WEALTH MANAGEMENT is a registered investment adviser headquartered in DALLAS, TX, managing approximately $9.3B in assets across 2 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.