Tolleson Private Wealth Management

Hedge Fund SEC-registered adviser

Legal name: Tolleson Private Wealth Management, LLC

Dallas, TX Website

AUM

$9.3B
Regulatory AUM

Private funds

21
Private Equity 17 · Other 2 · Hedge Fund 2

Private fund assets

$5.1B
Gross asset value

Employees

93

Last Form D raise

Jan 2026
Most recent fund filing

From SEC Form ADV filing (filed Sep 10, 2026). View on SEC

People(19)

Owners and executive officers named on the firm's SEC Form ADV.

A
Aleta Stampley
Managing Director
Source: SEC Form ADV
B
Brent Young
Managing Director
Source: SEC Form ADV
C
Carmine Camerato II
Managing Director
Source: SEC Form ADV
D
Debra Tolleson
Trustee, Dt 2020 Saving Trust
Source: SEC Form ADV
E
Elizabeth Lean
Managing Director
Source: SEC Form ADV
E
Eric Fernelius
Managing Director
Source: SEC Form ADV
G
Gregory Hall
Senior Managing Director
Source: SEC Form ADV
H
Hugh Seligman
Managing Director
Source: SEC Form ADV
J
Jeffrey Dunn
Managing Director
Source: SEC Form ADV
J
John Tolleson
Executive Chairman
Source: SEC Form ADV
J
John Tolleson Jr.
Chief Executive Officer
Source: SEC Form ADV
J
Joshua Coury
Senior Managing Director
Source: SEC Form ADV

Funds(21)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Tolleson 2026 Private Investment, LPPrivate Equity———Jan 2026Warm
Tolleson 2016 Private Investment, LPPrivate Equity$21.4M$47.4M83Jan 2026Warm
Tolleson 2022 Alternative Income, LPPrivate Equity$95.1M$107.2M94Jan 2026Warm
Tolleson 2023 Private Investment, LPPrivate Equity$91.5M$133.8M92Jan 2026Warm
Tolleson 2024 Alternative Income, LPPrivate Equity$70.1M$94.5M68Jan 2026Warm
Tolleson 2022 Private Investments, LPPrivate Equity$66.4M$102.0M79Jan 2026Warm
Tolleson 2024 Private Investment, LPPrivate Equity$51.7M$132.3M81Jan 2026Warm
Tolleson 2021 Private Investment, LPPrivate Equity$50.0M$74.7M77Jan 2026Warm
Tolleson 2018 Private Investment, LPPrivate Equity$43.0M$53.0M81Jan 2026Warm
Tolleson 2019 Private Investment, LPPrivate Equity$36.8M$48.5M74Jan 2026Warm
Tolleson 2020 Private Investment, LPPrivate Equity$34.4M$53.5M75Jan 2026Warm
Tolleson 2017 Private Investment, LP.Private Equity$19.5M$41.7M75Jan 2026Warm
Tolleson 2015 Private Investment, LPPrivate Equity$11.3M$42.4M35Jan 2026Warm
Tolleson 2015 Goff, LPPrivate Equity$5.1M$30.9M51Jan 2026Warm
Tolleson 2025 Private Investment, LPPrivate Equity$4.7M$106.3M54Jan 2026Warm

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
111838
SEC file number
801-57641
CIK
1373866

Sources