Transwestern Investment Management

Asset Manager SEC-registered adviser

Legal name: Transwestern Investment Management, LLC

Dallas, TX Website

AUM

$3.7B
Regulatory AUM

Private funds

5
Real Estate 5

Private fund assets

$1.5B
Gross asset value

Employees

31

Last Form D raise

Jul 2026
Most recent fund filing

From SEC Form ADV filing (filed Mar 31, 2026). View on SEC

People(6)

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

C
Executive Managing Director, Head of Asset Management
G
Chief Investment Officer
L
P
Executive Managing Director, Head of Portfolio Management

Funds(5)

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

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Transwestern Strategic Partners Fund IV, L.P.Real Estate$262.1M$143.6M44Jul 2026Hot
Transwestern Strategic Partners Fund III, L.P.Real Estate$646.6M$324.1M88Oct 2022Cold
Tsp Value and Income Fund II, LPReal Estate$28.4M$53.0M4Aug 2017Cold
Mip Master Partnership II, LPReal Estate$347.6M———
Corporate Properties Trust II, LPReal Estate$224.0M———

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
159520
SEC file number
801-76546

Sources