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 #1735428, 1584567, 1669929, 1638219, 1567130, 1707382, 1409839, 1694228, 1772386, 1430087, 1553893, 1456738, 1653874, 1373866, 1373863, 1424089, 1684511
AUM $5.6 BB (98% Disc, 100% US)
Employees83 (70% Investors, 0% Brokers)
Phone214-252-3250
Address5500 Preston Road Ste 250
Dallas, TX 75205
Source IAPDexternal EDGARexternal Websiteexternal Twitterexternal Facebookexternal
Total AUM ($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
HF Rock Bluff Strategic Fixed Income Offshore Partnership LP 2013-11-15external
21.0
2.0
PE Rock Bluff 2012 Technology Partnership LP 2013-02-15external
6.9
5.9
View All
Fund Directors # Filings # Firms 2011-2019
Carter Tolleson 15 1
Richard Joyner 15 1
John Tolleson 15 1
Tracie Klein 14 1
Leigh Godecke 14 1
Rb GP Management Inc 13 1
Renee Taken 9 1
Philip Taken 9 1
Ttg GP Management Inc 7 1
Management Inc Ttg GP 3 1
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