The TOLLESON PRIVATE WEALTH MANAGEMENT is a privately held investment adviser that advises $9.26Bn in regulatory assets under management held in 4 SEC fund types across 1 investment strategies. TOLLESON PRIVATE WEALTH MANAGEMENT is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets increased by 34.61% over the last 5-years.
The Group has been registered with the SEC for 26.2 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 5500 PRESTON ROAD SUITE 250, DALLAS, TEXAS. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 93 employees comprised of 73 investment and 20 non-investment staff. The total number of Employees increased by 9.41% over the last 5-years.
Their $9.26Bn in assets advised are owned by 22 private funds, 0 public funds and BDCs and 2 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $5.08Bn or 54.89% of Total Assets and High Net Worth Individuals own $3.54Bn or 38.22% of Total Assets.
The Group's top investment strategies include Fund of Funds, representing 100% of total assets, respectively.
They advise 4 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 1 Fund Auditors, 2 Prime Brokers, 6 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 21 private funds with $5.08Bn in assets.
The Group discloses advisory fees, fixed fees and management fees.
TOLLESON PRIVATE WEALTH MANAGEMENT names 5 sub-advisers GOLDENTREE ASSET MANAGEMENT LP, HAMLIN CAPITAL MANAGEMENT, LLC, PAYDEN & RYGEL, QUANTINNO CAPITAL MANAGEMENT LP, TRUST COMPANY OF THE WEST to 4 different funds advised by the group. The Group has been named as the sub-adviser to 1 fund.