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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Texas HQ: Dallas, TX

Tolleson Private Wealth Management

$9.1B Total AUM · Institutional LP profile covering 22 historical fund disclosure records ($818.9M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Growth Equity, Private Credit, Venture Capital, Distressed / Special Situations (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
22
5 Open Source Trails Below
Sum of Disclosed Rows
$818.9M
Total AUM: $9.1B
Median Disclosed Amount
$30.0M
Range: $8.0M – $77.1M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/22)
2 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Tolleson Private Wealth Management

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 22 total tracked records (+17 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
Affinity Asia Pacific Fund V, L.P.Adviser 7.B Vehicle Buyout 2025
$77.1M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Serent Capital IVAdviser 7.B Vehicle Buyout 2025
$72.4M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
H&F Executives XAdviser 7.B Vehicle Buyout 2025
$67.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Cross Ocean ESS Fund VAdviser 7.B Vehicle Distressed / Special Situations 2025
$63.7M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Summit Growth Equity XIIAdviser 7.B Vehicle Growth Equity 2025
$63.7M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Tolleson Private Wealth Management

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Tolleson Private Wealth Management (Dallas, TX) committed $77.1M to Affinity Asia Pacific Fund V, L.P. (Buyout sleeve) under its 2025 private markets pacing program ($209.4M allocation gap toward a 23.0% target, advised by Internal Investment Office).

Forward-looking board pacing or target-allocation policy update · Recorded 2025-10-13

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (2) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (7) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Tolleson Private Wealth Management

605 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Tolleson Private Wealth Management (21 shared vehicles tracked; showing top 3 bilateral overlaps).

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1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 9 Shared Vehicles

Haverford Glacier Peak Bergstrom Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Pennsylvania
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Triton Fund VI (2023 Vintage)
Tolleson Private Wealth Management: $55.8M · SEC Form ADV 7.B
Haverford Glacier Peak Bergstrom Private Markets Primary & GP Seeder Fund-of-Funds: $87.0M · SEC Form ADV 7.B

Additional shared vehicles: Trive Capital Fund IV LP (2021 Vintage) · Trive Structured Capital Fund I LP (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 9 Shared Vehicles

Partners Capital Investment Group

OCIO / Wealth RIA Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Trive Capital Fund IV LP (2021 Vintage)
Tolleson Private Wealth Management: $62.8M · SEC Form ADV 7.B
Partners Capital Investment Group: $63.8M · SEC Form ADV 7.B

Additional shared vehicles: Triton Fund VI (2023 Vintage) · Trive Structured Capital Fund I LP (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 9 Shared Vehicles

Cape Fear Great Neck Pembroke Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Wilmington, NC
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Trive Structured Capital Fund I LP (2021 Vintage)
Tolleson Private Wealth Management: $30.0M · SEC Form ADV 7.B
Cape Fear Great Neck Pembroke Institutional Outsourced CIO & Wealth Advisory: $79.0M · SEC Form ADV 7.B

Additional shared vehicles: Triton Fund VI (2023 Vintage) · Trive Capital Fund IV LP (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+602 Additional Institutional LPs Report Shared Vehicles with Tolleson Private Wealth Management

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Tolleson Private Wealth Management

You are viewing 5 open public preview records (out of 22 total tracked records for Tolleson Private Wealth Management) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 22 tracked historical disclosure records (+17 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (605 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (7) & CRM export

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Strategies Disclosed by Tolleson Private Wealth Management

Buyout LPs →Growth Equity LPs →Private Credit LPs →Venture Capital LPs →Distressed / Special Situations LPs →

Frequently Asked Questions: Tolleson Private Wealth Management

What type of institutional allocator is Tolleson Private Wealth Management and what is their typical disclosed ticket size?

Tolleson Private Wealth Management is categorized under Family Office / MFO (Regional Roadshow Hub: Texas; Headquarters: Dallas, TX). Across 22 historical disclosure records tracked on Prilago ($818.9M total parsed USD across disclosed rows), the median disclosed amount is $30.0M (range: $8.0M to $77.1M).

Which private-market strategies appear in Tolleson Private Wealth Management's public disclosures?

Tolleson Private Wealth Management has disclosed records across Buyout, Growth Equity, Private Credit, Venture Capital, Distressed / Special Situations. Open preview records include Affinity Asia Pacific Fund V, L.P. (2025 Vintage), Serent Capital IV (2025 Vintage), H&F Executives X (2025 Vintage), Cross Ocean ESS Fund V (2025 Vintage).

How are Tolleson Private Wealth Management's historical records substantiated and separated from active searches on Prilago?

Records for Tolleson Private Wealth Management cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Tolleson Private Wealth Management's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/tolleson-private-wealth-management or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Tolleson Private Wealth Management?

In Prilago's bilateral commitment graph, Tolleson Private Wealth Management shares resolved underlying fund vehicles with 605 institutional LPs across 21 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Haverford Glacier Peak Bergstrom Private Markets Primary & GP Seeder Fund-of-Funds (9 shared vehicles, e.g. Triton Fund VI (2023 Vintage)), Partners Capital Investment Group (9 shared vehicles, e.g. Trive Capital Fund IV LP (2021 Vintage)), Cape Fear Great Neck Pembroke Institutional Outsourced CIO & Wealth Advisory (9 shared vehicles, e.g. Trive Structured Capital Fund I LP (2021 Vintage)).

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