Data / Investment advisers / Texas / Tolleson Private Wealth Management
Tolleson Private Wealth Management, Dallas, TX: $9.3 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Tolleson Private Wealth Management is an SEC registered investment adviser with its main office in Dallas, Texas and reports $9.3 billion in regulatory assets under management in its Form ADV filed September 10, 2026. Its clients include pooled investment vehicles, high net worth individuals and banks and thrifts. It is paid through a percentage of assets under management, hourly charges and fixed fees. It advises 21 private funds.
The request: Watch Tolleson Private Wealth Management (CRD number 111838): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 111838
- SEC file number
- 801-57641
- SEC status
- Approved, effective May 26, 2000
- Legal name
- Tolleson Private Wealth Management, LLC
- Main office
- 5500 Preston Road Suite 250, Dallas, TX 75205
- Phone
- (214) 252-3250
- Regulatory AUM
- $9,258,770,823 in the Form ADV filed September 10, 2026
- Discretionary AUM
- $9,105,587,111
- Non discretionary AUM
- $153,183,712
- Accounts
- 3,931
- Employees
- 93, of which 73 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Private funds
- 21: 17 private equity funds, 2 hedge funds, 2 other private funds
- Gross assets of private funds
- $5,081,463,158
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 10, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 21 | $5.08 billion |
| High net worth individuals | 201 | $3.54 billion |
| Banking or thrift institutions | 1 | $469.1 million |
| Charitable organizations | 1 | $168.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $9.26 billion | March 31, 2026 |
| December 1, 2025 | $8.76 billion | October 16, 2025 |
Other advisers in Dallas
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Prospera Financial Services, Inc. | Dallas | $14.39 billion | Not listed | adviserinfo.sec.gov |
| Westwood Management Corp | Dallas | $12.46 billion | Not listed | adviserinfo.sec.gov |
| Canyon Capital Advisors LLC | Dallas | $11.92 billion | 24 | adviserinfo.sec.gov |
| Canyon Clo Advisors LP | Dallas | $11.91 billion | 27 | adviserinfo.sec.gov |
| NGP | Dallas | $10.88 billion | 17 | adviserinfo.sec.gov |
| Sixth Street Lending Partners Advisers, LLC | Dallas | $8.69 billion | Not listed | adviserinfo.sec.gov |
| Trive Capital Management LLC | Dallas | $8.00 billion | 19 | adviserinfo.sec.gov |
| Disruptive Technology Advisers LLC | Dallas | $7.68 billion | 28 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Dallas, TX
- Investment advisers in Texas
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers serving high net worth individuals
- Advisers that manage private funds
- Tolleson Private Wealth Management on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.