# TRANSWESTERN INVESTMENT MANAGEMENT, LLC

TRANSWESTERN INVESTMENT MANAGEMENT, LLC of DALLAS, TX is an SEC-registered investment adviser.

## Registration

- CRD: 159520
- Type: SEC-registered investment adviser
- SEC file number: 801-76546
- Location: 8235 DOUGLAS AVENUE, SUITE 450, DALLAS, TX, 75225
- Phone: 214-572-9817
- Latest filing: 2026-03-31
- Regulatory AUM: $3.7B
- Discretionary AUM: $937.0M
- Non-discretionary AUM: $2.8B
- Clients: 31
- Accounts: 7

## Business model

- Compensation: % of AUM, Fixed, Performance, Other
- Clients served: Pooled vehicles, Investment cos

## Officers, owners & control persons (22)

| Name | Role | Location |
| --- | --- | --- |
| Paul Garancis | EXECUTIVE MANAGING DIRECTOR, HEAD OF PORTFOLIO MANAGEMENT | Dallas, TX |
| Robert Douglas Duncan | CHAIRMAN; EXECUTIVE CHAIRMAN; MEMBER | — |
| Lawrence Pike Heard | CHIEF EXECUTIVE OFFICER | — |
| Reid Michael Bourgeois | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | — |
| Charles Nicholas Hazen | PRESIDENT | — |
| Paul Robert Garancis | EXECUTIVE MANAGING DIRECTOR, HEAD OF PORTFOLIO MANAGEMENT | — |
| Gary Raymond Jaye | CHIEF INVESTMENT OFFICER | — |
| Clarke Hutchins Crenshaw | EXECUTIVE MANAGING DIRECTOR, HEAD OF ASSET MANAGEMENT | — |
| DUNCAN ROBERT DOUGLAS | CHAIRMAN; DIRECTOR AND CHAIRMAN; MEMBER | — |
| DOTTER LAURIE LITHERLAND | CHIEF COMPLIANCE OFFICER; PRESIDENT AND CHIEF COMPLIANCE OFFICER; PRESIDENT OF TRANSWESTERN CORPORATE PROPERTIES | — |
| HEARD LAWRENCE PIKE | CHIEF EXECUTIVE OFFICER; DIRECTOR AND CHIEF EXECUTIVE OFFICER | — |
| MCNEARNEY THOMAS OLIVER | ELECTED MANAGER | — |
| DAVIS JR RONALD EARL | DIRECTOR | — |
| DOTTER LAURIE | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| HAZEN CHARLES NICHOLAS | PRESIDENT | — |
| FITZGERALD SCOTT RANDALL | EXECUTIVE MANAGING DIRECTOR OF TRANSWESTERN STRATEGIC PARTNERS LLC | — |
| Garancis Paul | EXECUTIVE MANAGING DIRECTOR, HEAD OF PORTFOLIO MANAGEMENT; MANAGING DIRECTOR, ASSET MANAGEMENT | — |
| COMER COLLIN KENT | MANAGING DIRECTOR, ACQUISITIONS | — |
| Bourgeois Reid | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | — |
| COMER COLLIN KEITH | CHIEF INVESTMENT OFFICER | — |
| BOURGEOIS REID MICHAEL | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | — |
| Jaye Gary Raymond | CHIEF INVESTMENT OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/159520/brochure
- Similar advisers: https://search.stillhousedata.com/firm/159520/similar
- Related entities: https://search.stillhousedata.com/firm/159520/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/159520

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.