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| Transwestern Investment Management LLC
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| |
|---|---|
| CRD # | 159520 |
| SEC # | 801-76546 |
| CIK # | |
| AUM | $4.0 BB (2024-03-27) |
| Employees | 31 (84% Investors, 0% Brokers) |
| Phone | 214-572-9817 |
| Address | 8235 Douglas Avenue Dallas, TX 75225 |
| Source | [IAPD] [Website] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| RE | Transwestern Strategic Partners Fund III LP | [2022-03-29] | 324.1 | 450.7 |
| RE | Corporate Properties Trust II LP | 2017-09-29 | 226.4 | |
| RE | Corporate Properties Trust I LP | 2017-09-29 | 9.7 | |
| RE | Diversified International Partners Debt LP | 2017-09-29 | 9.9 | |
| RE | Diversified International Partners Equity LP | 2017-09-29 | 14.8 | |
| RE | MIP Master Partnership II LP | 2017-09-29 | 328.7 | |
| RE | TSP Value and Income Fund II LP | 2017-09-29 | 123.1 | |
| RE | Transwestern Sponsorship Equity Partners I LLC | [2017-03-28] | 20.4 | 7.2 |
| RE | TSP Seed Co-Invest LLC | 2015-04-02 | 100.4 | |
| RE | TSP Value and Income Fund LP | 2015-04-02 | 9.7 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 7 | 1.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 3 | 2.9 |
| Total | 10 | 4.0 |
| By Discretionary | ||
| Discretionary | 2 | 0.6 |
| Non-Discretionary | 8 | 3.4 |
| Total | 10 | 4.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.0 | |
| Total | 10 | 4.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Robert Duncan | 25 | ||
| Charles Hazen | 5 | ||
| Lawrence Heard | 7 | ||
| Thomas McNearney | 6 | ||
| Paul Garancis | 4 | ||
| Collin Comer | 4 | ||
| Reid Bourgeois | 2 | ||
| Transwestern Commercial Services LLC | 2 | ||
| Tsep GP I LLC | 1 |
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