| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Tolleson US Equity, LP | Hedge | $1.97B | $50K |
| Tolleson International Equity, LP | Hedge | $1.18B | $50K |
| Tolleson Core Bond, LP | Other Private | $952.3M | $50K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Aleta Antwanette Stampley Control | Managing Director | Under 5% | 2024 |
| Amy Michelle Armstrong Control | Chief Operations Officer | Under 5% | 2025 |
| Andrea Christine Hulcy Control | Chief Financial Officer | Under 5% | 2021 |
Tolleson Private Wealth Management, LP reports $8.8 billion in regulatory assets under management on its Form ADV.
Tolleson Private Wealth Management, LP manages 21 private funds with combined gross assets of $5.2 billion.
Tolleson Private Wealth Management, LP reports 102 employees.
Tolleson Private Wealth Management, LP is based in Dallas, TX and has been SEC-registered since 2000.
Tolleson Private Wealth Management, LP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 5500 Preston Road, Suite 250, Dallas, TX 75205 |
| Phone | 214-252-3250 |
| Fax | 214-252-3261 |
| Office hours | 8:30 a.m. - 5:30 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1373866 |
| Discloses disciplinary history | No |
| Discretionary | $8.5B |
| Non-discretionary | $257.3M |
| Total (RAUM) | $8.76B |