Tolleson Private Wealth Management, Llc
SEC-registered
Private Fund Manager · Mid-sized ($1B–$10B)
CRD 111838
· SEC file 801-57641
· Dallas, TX
· WWW.INSTAGRAM.COM
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ADV data as of Jul 17, 2026
- Regulatory AUM
- $9.3B
- Discretionary
- $9.1B
- Clients
- 224
- Avg AUM / client
- $41.3M
- Accounts
- 3,931
- Employees
- 93
AUM over time
$2.4B
$9.3B
Dec 2011
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 0 | $0 | — |
| High net worth individuals | 201 | $3.5B | 38.2% |
| Banking or thrift institutions | 1 | $469M | 5.07% |
| Pooled investment vehicles (non-investment companies) | 21 | $5.1B | 54.9% |
| Pension and profit sharing plans | 0 | $0 | — |
| Charitable organizations | 1 | $168M | 1.82% |
| State or municipal government entities | 0 | $0 | — |
| Other investment advisers | 0 | $0 | — |
| Insurance companies | 0 | $0 | — |
| Sovereign wealth funds and foreign official institutions | 0 | $0 | — |
| Corporations and other businesses | 0 | $0 | — |
Private funds (20)
View all →Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $5.2B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Tolleson Us Equity, Lp | Hedge Fund | Texas | $1.9B | 299 |
| Tolleson International Equity, Lp | Hedge Fund | Texas | $1.3B | 312 |
| Tolleson Core Bond, Lp | Other Private Fund | Texas | $962M | 304 |
| Tolleson High Yield Credit, Lp | Other Private Fund | Texas | $494M | 280 |
| Tolleson 2024 Private Investment, Lp | Private Equity Fund | Texas | $120M | 64 |
| Tolleson 2022 Alternative Income, Lp | Private Equity Fund | Texas | $94.0M | 76 |
| Tolleson 2024 Alternative Income, Lp | Private Equity Fund | Texas | $89.8M | 59 |
| Tolleson 2020 Private Investment, Lp | Private Equity Fund | Texas | $50.7M | 46 |
| Tolleson 2018 Private Investment, Lp | Private Equity Fund | Texas | $45.4M | 51 |
| Tolleson 2019 Private Investment, Lp | Private Equity Fund | Texas | $37.8M | 45 |
| Tolleson 2021 Private Investment, Lp | Private Equity Fund | Texas | $34.1M | 56 |
| Tolleson 2016 Private Investment, Lp | Private Equity Fund | Texas | $33.2M | 53 |
| Tolleson 2022 Private Investments, Lp | Private Equity Fund | Texas | $31.6M | 71 |
| Tolleson 2017 Private Investment, Lp. | Private Equity Fund | Texas | $22.8M | 46 |
| Tolleson 2015 Private Investment, Lp | Private Equity Fund | Texas | $12.5M | 18 |
People (45)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Tolleson, John, Carter | Executive Chairman | Apr 2000 (26y) | Less than 5% | |
| Gregory Scott Hall | Senior Managing Director | CFP | Jul 2004 (22y) | Less than 5% |
| Klein, Tracie, Hill | Chief Compliance Officer & Chief Administrative Officer | Sep 2004 (22y) | Less than 5% | |
| Tolleson Jr., John, Carter | Chief Executive Officer | Mar 2013 (13y) | Less than 5% | |
| Joshua James Coury | Managing Director | CFA | Dec 2013 (13y) | Less than 5% |
| Scheibe, John, Michael | Chief Operating Officer | Jan 2014 (13y) | Less than 5% | |
| Michael R Held | Managing Director | Jan 2015 (12y) | Less than 5% | |
| Jeffrey Kerr Dunn | Managing Director | CFP | Sep 2015 (11y) | Less than 5% |
| Timothy Michael Stobaugh | Managing Director | CFA | Sep 2016 (10y) | Less than 5% |
| Bennett, Eric, Wayne | Chief Investment Officer | Dec 2017 (9y) | Less than 5% | |
| Hulcy, Andrea, Christine | Chief Financial Officer | Jan 2021 (6y) | Less than 5% | |
| Michael Reigle Wagner | Managing Director | Jan 2021 (6y) | Less than 5% | |
| Tolleson, Debra, June | Trustee | Dec 2021 (5y) | GP / trustee / elected manager of Dt 2020 Saving Trust (indirect) | |
| Jenevein, Susan, Wells | Managing Director | Jan 2022 (5y) | Less than 5% | |
| Armstrong, Amy, Michelle | Managing Director | Jan 2024 (3y) | Less than 5% | |
| Brittyn Russell Brender | Managing Director | CFP | Jan 2024 (3y) | Less than 5% |
| Stampley, Aleta, Antwanette | Managing Director | May 2024 (2y) | Less than 5% | |
| Kirksey, Jennifer, Wagoner | Depty Chief Operations Officer | Jun 2024 (2y) | Less than 5% | |
| Smith, Owen, Andrew | Depty Chief Technology Officer | Jul 2024 (2y) | Less than 5% | |
| Marianna Goltsova Fife | Registered representative | CFP | Apr 2014 (12y) | |
| Brandon Jacob Turner | Registered representative | CFP | Aug 2015 (11y) | |
| Courtney Paige Pregler | Registered representative | Aug 2015 (11y) | ||
| Christine Marie Finn | Registered representative | Feb 2016 (10y) | ||
| Carmine John Camerato Ii | Registered representative | CFP | Feb 2016 (10y) | |
| Shiv Shrikant Patel | Registered representative | CFP | Aug 2018 (8y) | |
| Peter Roberts Baldwin | Registered representative | CFP | Jul 2020 (6y) | |
| Lauren Alicia Williamson | Registered representative | CFP | Aug 2020 (6y) | |
| Andrew Nolan Puryear | Registered representative | CFA | Jan 2021 (6y) | |
| Hugh Charles Seligman | Registered representative | Mar 2021 (5y) | ||
| Kara Fisher Bulhon | Registered representative | CFP | Jul 2021 (5y) | |
| Brent A Young | Registered representative | CFP CFA | Sep 2021 (5y) | |
| Jessica Elise Taylor | Registered representative | CFP | Jan 2022 (5y) | |
| Adele Marie Noel | Registered representative | CFP | Jul 2022 (4y) | |
| Blake Wesley Masterson | Registered representative | CFP | Jan 2023 (4y) | |
| Alexandra Crew Reeder | Registered representative | CFP | Feb 2024 (2y) | |
| Keaton Geno Jones | Registered representative | CFP | Feb 2024 (2y) | |
| Jared Foster Williams | Registered representative | CFP | Jul 2024 (2y) | |
| Pallavi Srivastava | Registered representative | Oct 2024 (2y) | ||
| Kolby Wayne Sneathern | Registered representative | Dec 2024 (2y) | ||
| Peter C Chilian | Registered representative | Apr 2025 (1y) | ||
| Mary Virginia Martin | Registered representative | CFP | Nov 2025 (1y) | |
| Montana Gabriella Suzie Dawley | Registered representative | CFP | Apr 2026 (0y) | |
| Susan George Claycombe | Registered representative | Jun 2026 (0y) | ||
| Lori Carol Lindley | Registered representative | Jul 2026 (0y) | ||
| Patrick Strollo | Registered representative | CFA | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Tolleson Wealth Mangement Of Delaware, Inc | Limited Partner | Dec 2002 | A | 75% or more |
| Tpwm Services, Inc. | General Partner | Apr 2000 | A | Less than 5% |
| Tolleson Wealth Mangement, Inc | Holding Company | Apr 2002 | A | Less than 5% |
| Tolleson Wealth Management, Inc. | Sole Shareholder | Dec 2002 | B | ≈ 56.25% – 100% via Tolleson Wealth Mangement Of Delaware, Inc |
| Dt 2020 Saving Trust | Shareholder | Dec 2021 | B | ≈ 14.06% – 50% via Tolleson Wealth Management, Inc. |
| Jt 2020 Secure Trust | Shareholder | Dec 2021 | B | ≈ 14.06% – 50% via Tolleson Wealth Management, Inc. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Tolleson Wealth Management, Inc.: 75% – 100% of Tolleson Wealth Mangement Of Delaware, Inc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Dt 2020 Saving Trust: 25% – 50% of Tolleson Wealth Management, Inc. × 75% – 100% of Tolleson Wealth Mangement Of Delaware, Inc × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Jt 2020 Secure Trust: 25% – 50% of Tolleson Wealth Management, Inc. × 75% – 100% of Tolleson Wealth Mangement Of Delaware, Inc × 75% – 100% direct ≈ 14.06% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (20, $5.2B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Tolleson Us Equity, Lp | Hedge Fund | $1.9B | $50.0K | 299 |
| Tolleson International Equity, Lp | Hedge Fund | $1.3B | $50.0K | 312 |
| Tolleson Core Bond, Lp | Other Private Fund | $962M | $50.0K | 304 |
| Tolleson High Yield Credit, Lp | Other Private Fund | $494M | $50.0K | 280 |
| Tolleson 2024 Private Investment, Lp | Private Equity Fund | $120M | $250K | 64 |
| Tolleson 2022 Alternative Income, Lp | Private Equity Fund | $94.0M | $500K | 76 |
| Tolleson 2024 Alternative Income, Lp | Private Equity Fund | $89.8M | $250K | 59 |
| Tolleson 2020 Private Investment, Lp | Private Equity Fund | $50.7M | $250K | 46 |
| Tolleson 2018 Private Investment, Lp | Private Equity Fund | $45.4M | $250K | 51 |
| Tolleson 2019 Private Investment, Lp | Private Equity Fund | $37.8M | $250K | 45 |
| Tolleson 2021 Private Investment, Lp | Private Equity Fund | $34.1M | $250K | 56 |
| Tolleson 2016 Private Investment, Lp | Private Equity Fund | $33.2M | $250K | 53 |
| Tolleson 2022 Private Investments, Lp | Private Equity Fund | $31.6M | $250K | 71 |
| Tolleson 2017 Private Investment, Lp. | Private Equity Fund | $22.8M | $250K | 46 |
| Tolleson 2015 Private Investment, Lp | Private Equity Fund | $12.5M | $250K | 18 |
| Tolleson 2023 Private Investment, Lp | Private Equity Fund | $11.3M | $250K | 87 |
| Tolleson 2015 Goff, Lp | Private Equity Fund | $9.5M | $250K | 27 |
| Tolleson 2015 Energy, Lp | Private Equity Fund | $9.0M | $250K | 24 |
| Tolleson 2012 Energy, Lp | Private Equity Fund | $4.3M | $250K | 36 |
| Tolleson 2012 Technology, Lp | Private Equity Fund | $647K | $250K | 24 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/17/2026 | 5.05 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Pershing $3.4B (36% of AUM) Jul 2026
- SEI Private Trust $689M (8% of AUM) Jan 2023
- BNY Mellon $476M (5% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 17, 2026.
View current Form ADV (SEC/IAPD) ↗