Tolleson Private Wealth Management is an SEC-registered investment adviser based in Dallas, TX that reports managing 2 hedge funds on Form ADV. It reports $9.3 billion in regulatory assets under management. Its private funds, of all types, hold $5.1 billion in gross assets.
- Regulatory assets under management
- $9.3 billionForm ADV Item 5.F
- Gross assets of private funds
- $5.1 billionAll private fund types, Form ADV
- Hedge funds managed
- 221 private funds in total
- Employees
- 93Form ADV Item 5.A
- Registration
- SEC-registered adviserCRD 111838
- Latest Form ADV
- 09/10/2026Disciplinary disclosures: none reported
From SEC filings. Firm data comes from the SEC's Form ADV data as of Oct 2, 2026; performance estimates come from Form 13F. HedgeMountain has not verified this information, and it is not an offer, solicitation or recommendation. Full disclosures