Transwestern Investment Management LLC

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Transwestern Investment Management LLC ✚
CRD #	159520
SEC #	801-76546
CIK #
AUM	3,747.3 M (2026-03-31)
Employees	31 (81% Investors, 0% Brokers)
Phone	214-572-9817
Address	8235 Douglas Avenue Dallas, TX 75225
Source	[IAPD] [Website] [LinkedIn]

Total AUM ($B) Copy

Type	Form D Funds	Date	Sold	AUM
RE	Transwestern Strategic Partners Fund IV LP	[2025-03-28]		262.1 M
	Offered $500,000,000 · Filed 2024-07-30 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining $500,000,000 · Duration More than one year · Revenue Decline to Disclose
RE	Transwestern Strategic Partners Fund III LP	[2022-03-29]	324.1 M	646.6 M
	Offered $324,077,000 · Filed 2022-10-20 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Minimum $200,000 · Duration More than one year · Commission $1,271,250 · Revenue Decline to Disclose
RE	Corporate Properties Trust II LP	2017-09-29		224.0 M
RE	Corporate Properties Trust I LP	2017-09-29		9.7 M
RE	Diversified International Partners Debt LP	2017-09-29		9.9 M
RE	Diversified International Partners Equity LP	2017-09-29		14.8 M
RE	MIP Master Partnership II LP	2017-09-29		347.6 M
RE	TSP Value and Income Fund II LP	[2017-09-29]	53.0 M	28.4 M
	Filed 2017-08-01 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
RE	Transwestern Sponsorship Equity Partners I LLC	[2017-03-28]	20.4 M	7.2 M
	Offered $35,000,000 · Filed 2010-07-12 (D) · Exemption 506 · Remaining $14,550,000 · Duration One year or less · Revenue No Revenues
RE	TSP Seed Co-Invest LLC	2015-04-02		100.4 M
View All

AUM Breakdown	Accounts	AUM ($B)
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	5	1.5
(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	2	2.2
Total	7	3.7
By Discretionary
Discretionary	3	0.9
Non-Discretionary	4	2.8
Total	7	3.7
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		3.7
Total	7	3.7

Form D Directors	Role	# Filings	# Firms
Scott Fitzgerald	Executive Officer	10	4
Robert Duncan	Executive Officer	25	3
Charles Hazen	Executive Officer	5	3
Lawrence Heard	Executive Officer	7	2
Thomas McNearney	Executive Officer	6	2
Paul Garancis	Executive Officer	4	2
Collin Comer	Executive Officer	4	2
Transwestern Commercial Services LLC	Promoter	2	2
Reid Bourgeois	Executive Officer	2	1
Tsep GP I LLC	Executive Officer	1	1
Jaye Gary	Executive Officer	1	1

Firm Profile (Form ADV)
Serves	Institutional
Fund Types	Real Estate

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S3 Capital Advisors LLC ✚	NY	3,640.3 M
BentallGreenOak Strategic Capital Partners LLC ✚	NY	3,513.7 M
FCP Fund Manager LP ✚	MD	3,477.8 M
Fundrise Advisors LLC ✚	DC	3,462.8 M
GCP Investment Advisor LLC ✚	IL	3,221.1 M
Alterra IOS Manager LLC ✚	PA	3,185.9 M

Assets, Funds, Holdings