TOLLESON PRIVATE WEALTH MANAGEMENT
TOLLESON PRIVATE WEALTH MANAGEMENT is a Seed, Series A, Series B and Series C+ fund in the US and Global investing in AI, Healthcare and defense.
- Stages
- Seed, Series A, Series B, Series C+
- Sectors
- AI, Healthcare, defense
- Invests in
- US-wide, Global
- Actively investing
- Yes
- Founded
- 2000
- Assets under management
- $12.7B+
- Website
- tollesonwealth.com
Check size not disclosed
Thesis
Tolleson Private Wealth Management is a multi-family office established in 2000 in Dallas, Texas, originating from a single-family office founded in 1997. While relying on external managers, an investment committee oversees asset allocation and due diligence, generally avoiding risky assets for diversified, low-volatility portfolios. The firm also engages in venture capital, seeking niche opportunities overlooked by larger funds, with a particular interest in AI, biotech, and defense, emphasizing valuation discipline and liquidity. As of December 31, 2025, AUM was approximately $9.26 billion, with total assets under management exceeding $12.7 billion. The minimum account size for advisory clients is generally $20 million, though this can be waived. The firm serves clients domestically and internationally.
Common questions
Does TOLLESON PRIVATE WEALTH MANAGEMENT invest at the Seed stage?
Yes. TOLLESON PRIVATE WEALTH MANAGEMENT lists Seed, Series A, Series B and Series C+ among the stages it invests in.
Where does TOLLESON PRIVATE WEALTH MANAGEMENT invest?
TOLLESON PRIVATE WEALTH MANAGEMENT invests in the US and Global.