Tolleson Private Wealth Management LP

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Assets, Funds, Holdings

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Tolleson Private Wealth Management LP
CRD #111838
SEC #801-57641
CIK #
AUM$5.6 BB
Employees83
Phone214-252-3250
Address5500 Preston Road Ste 250
Dallas, TX 75205
Links IAPDexternal EDGARexternal Websiteexternal
Total AUM ($BB)
Type Private Fund Form D Sold ($MM) AUM ($MM)
PE Rock Bluff 2019 Private Equity Partnership LP 2019-04-01external
48.5
0.0
PE Rock Bluff 2018 Private Equity Partnership LP 2018-03-28external
5.8
5.7
PE Rock Bluff 2017 Private Equity Partnership LP 2017-05-24external
14.3
12.6
HF Rock Bluff High Yield Partnership LP 2017-01-12external
590.9
489.0
PE Rock Bluff 2016 Private Equity Partnership LP 2016-09-14external
19.6
18.9
PE Rock Bluff 2015 GOFF Partnership LP 2016-03-23external
26.4
27.2
PE Rock Bluff 2015 Private Equity Partnership LP 2015-10-01external
28.5
33.9
PE Rock Bluff 2015 Energy Partnership LP 2015-03-31external
10.6
12.1
PE Rock Bluff 2012 Technology Partnership LP 2013-02-15external
6.9
5.9
PE Rock Bluff 2012 Energy Partnership LP 2012-07-24external
11.1
8.9
View All
Related Persons # Filings # Firms
Philip Taken 256 1
Renee Taken 256 1
Ttg GP Management Inc 221 1
Carter Tolleson 76 1
Richard Joyner 76 1
John Tolleson 76 1
Rb GP Management Inc 76 1
Tracie Klein 73 1
Leigh Godecke 72 1
Management Inc Ttg GP 35 1
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