Tolleson Private Wealth Management

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Tolleson Private Wealth Management — overview

Type

Fund of Hedge Funds Manager

Location

Dallas, TX, US

Alternative Asset Class

HF

Established

1977

Firm Ownership

Independent Firm

Investment Team Staff

Total Staff

102

About

Tolleson Wealth Management is a Texas-based fund of hedge fund manager established in 2000. The firm is a multi-family office that provides investment advisory services to its clients on a both discretionary and non-discretionary basis. The services it offers include financial planning, retirement planning, estate planning, income tax planning, family office, college planning, portfolio management, investment management, investment advisory, and wealth management. The firm offers advisory services to individuals, high net-worth individuals, trusts, estates, and foundations across US.
Asset ClassNo. of Funds Currently ManagedFunds Raised in the last 10 yearsEst. Dry PowderStrategies
Private Equity--
Private Debt--
Real Estate--
Infrastructure--
Natural Resources--
Asset ClassNo. of Funds Currently ManagedAuMDate of AuMStrategies
Hedge Funds1Long/Short Equity

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Tolleson Private Wealth Management - known decision makers (46)

Contact NamePositionLocationEmailTelephoneAsset Class
Assistant Vice PresidentDallas, USHF
Chief Administrative Officer, Chief Compliance OfficerDallas, USHF
Chief Compliance OfficerDallas, USHF
Chief Compliance OfficerDallas, USHF
Chief Executive OfficerDallas, USHF

Showing 5 of 46 known decision makers Tolleson Private Wealth Management

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Tolleson Private Wealth Management - hedge funds managed (1)

Fund NameShare ClassesInception DateCore StrategyStatusLatest AUM
Tolleson US Equity-Long/Short EquityActive

Showing 1 of 1 hedge funds managed by Tolleson Private Wealth Management

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