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Type	Result	AUM ($B)

Eric Fernelius
Firm	Tolleson Private Wealth Management LLC
Address	5500 Preston Road Suite 250 Dallas, TX 75205
Source

Associated Funds	Form D	Role	2011 - 2026	Raised	AUM ($M)
Tolleson Private Wealth Management LLC
Tolleson 2026 Private Investment LP	021-571779	Executive Officer
Tolleson 2025 Private Investment LP	021-539408	Executive Officer		106.2 M	4.7
Tolleson 2024 Alternative Income LP	021-505120	Executive Officer		94.5 M	70.1
Tolleson 2024 Private Investment LP	021-505135	Executive Officer		132.3 M	51.7
Tolleson 2023 Private Investment LP	021-470372	Executive Officer		133.8 M	91.5
Tolleson 2022 Alternative Income LP	021-419699	Executive Officer		107.2 M	95.1
Tolleson 2022 Private Investments LP	021-423218	Executive Officer		102.0 M	66.4
Tolleson 2021 Private Investment LP	021-393586	Executive Officer		74.7 M	50.0
Tolleson 2020 Private Investment LP	021-361864	Executive Officer		53.5 M	34.4
Tolleson 2019 Private Investment LP	021-336140	Executive Officer		48.5 M	36.8
Tolleson 2018 Private Investment LP	021-308821	Executive Officer		53.0 M	43.0
Tolleson 2017 Private Investment LP	021-287415	Executive Officer		41.7 M	19.5
Tolleson High Yield Credit LP	021-278256	Executive Officer		923.0 M	449.3
Tolleson 2016 Private Investment LP	021-270675	Executive Officer		47.4 M	21.4
Tolleson 2015 Goff LP	021-259865	Executive Officer		30.9 M	5.1
Tolleson 2015 Private Investment LP	021-248589	Executive Officer		42.4 M	11.3
Tolleson 2015 Energy LP	021-237019	Executive Officer		15.2 M	7.1
Tolleson 2012 Energy LP	021-181660	Executive Officer		16.2 M	2.7
Tolleson 2012 Technology LP	021-191935	Executive Officer		10.1 M	0.5
Tolleson Core Bond LP	021-127093	Executive Officer		2.1 B	945.3
Tolleson US Equity LP	021-107435	Executive Officer		2.1 B	1,876.9
Tolleson International Equity LP	021-181327	Executive Officer		1.7 B

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