TOLLESON PRIVATE WEALTH MANAGEMENT, LLC of DALLAS, TX is an SEC-registered investment adviser (CRD 111838). Regulatory assets under management: $9.3B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Charities, Investment cos, Other.
Showing 25 of 63 people.
| Name | Role | Location |
|---|---|---|
| John Carter Tolleson | EXECUTIVE CHAIRMAN; TRUSTEE | Dallas, TX |
| Gregory Scott Hall | SENIOR MANAGING DIRECTOR | — |
| Michael R Held | MANAGING DIRECTOR | — |
| John Carter Tolleson Jr. | CHIEF EXECUTIVE OFFICER; TRUSTEE | — |
| Andrea Christine Hulcy | CHIEF FINANCIAL OFFICER | — |
| Debra June Tolleson | TRUSTEE | — |
| Jeffrey Kerr Dunn | MANAGING DIRECTOR | — |
| Joshua James Coury | MANAGING DIRECTOR; SENIOR MANAGING DIRECTOR | — |
| Owen Andrew Smith | CHIEF OPERATING OFFICER & CHIEF TECHNOLOGY OFFICER; CHIEF TECHNOLOGY OFFICER; DEPTY CHIEF TECHNOLOGY OFFICER | — |
| Timothy Michael Stobaugh | MANAGING DIRECTOR | — |
| Amy Michelle Armstrong | CHIEF OPERATIONS OFFICER; MANAGING DIRECTOR | — |
| Aleta Antwanette Stampley | MANAGING DIRECTOR | — |
| Courtney Paige Pregler | CHIEF COMPLIANCE OFFICER | Dallas, TX |
| Peter C Chilian | PRESIDENT, TOLLESON WEALTH MANAGEMENT & CHIEF INVESTMENT OFFICER | — |
| Peter Roberts Baldwin | MANAGING DIRECTOR | — |
| Michael Reigle Wagner | CHIEF STRATEGIST & MANAGING DIRECTOR OF FIXED INCOME; MANAGING DIRECTOR | — |
| Jennifer Wagoner Kirksey | DEPTY CHIEF OPERATIONS OFFICER | — |
| Brittyn Russell Brender | MANAGING DIRECTOR | — |
| Tracie Hill Klein | CHIEF COMPLIANCE OFFICER & CHIEF ADMINISTRATIVE OFFICER | — |
| John Michael Scheibe | CHIEF OPERATING OFFICER | — |
| Eric Wayne Bennett | CHIEF INVESTMENT OFFICER | — |
| Susan Wells Jenevein | MANAGING DIRECTOR | — |
| HALL DAVID SCOTT | CLIENT SERVICE DIRECTOR; MANAGING DIRECTOR; SENIOR MANAGING DIRECTOR | — |
| THOMPSON ROBERT LEWIS | MANAGING DIRECTOR | — |
| SMITH CLARENCE ANDREW | DEPTY CHIEF TECHNOLOGY OFFICER | — |
Hedge Fund: 2 · Other Private Fund: 2 · Private Equity Fund: 17
Showing 15 of 21 funds by gross asset value.
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| TOLLESON US EQUITY, LP | Hedge Fund | Texas | 255 | $1.9B | $50K |
| TOLLESON INTERNATIONAL EQUITY, LP | Hedge Fund | Texas | 272 | $1.2B | $50K |
| TOLLESON CORE BOND, LP | Other Private Fund | Texas | 259 | $945.3M | $50K |
| TOLLESON HIGH YIELD CREDIT, LP | Other Private Fund | Texas | 240 | $449.3M | $50K |
| TOLLESON 2022 ALTERNATIVE INCOME, LP | Private Equity Fund | Texas | 76 | $95.1M | $500K |
| TOLLESON 2023 PRIVATE INVESTMENT, LP | Private Equity Fund | Texas | 86 | $91.5M | $250K |
| TOLLESON 2024 ALTERNATIVE INCOME, LP | Private Equity Fund | Texas | 68 | $70.1M | $250K |
| TOLLESON 2022 PRIVATE INVESTMENTS, LP | Private Equity Fund | Texas | 71 | $66.4M | $250K |
| TOLLESON 2024 PRIVATE INVESTMENT, LP | Private Equity Fund | Texas | 79 | $51.7M | $250K |
| TOLLESON 2021 PRIVATE INVESTMENT, LP | Private Equity Fund | Texas | 56 | $50.0M | $250K |
| TOLLESON 2018 PRIVATE INVESTMENT, LP | Private Equity Fund | Texas | 51 | $43.0M | $250K |
| TOLLESON 2019 PRIVATE INVESTMENT, LP | Private Equity Fund | Texas | 45 | $36.8M | $250K |
| TOLLESON 2020 PRIVATE INVESTMENT, LP | Private Equity Fund | Texas | 46 | $34.4M | $250K |
| TOLLESON 2016 PRIVATE INVESTMENT, LP | Private Equity Fund | Texas | 53 | $21.4M | $250K |
| TOLLESON 2017 PRIVATE INVESTMENT, LP. | Private Equity Fund | Texas | 46 | $19.5M | $250K |
| City | State | Employees | Phone |
|---|---|---|---|
| DALLAS | TX | 0 | 214-252-3250 |