1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2TRANSWESTERN INVESTMENT MANAGEMENT, LLC

Map pinDALLAS, TX
Phone214-572-9817
NotebookSEC #801-76546
Total AUM
$3.7B
Employees
31
Clients
7

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8235 DOUGLAS AVENUE
SUITE 450
DALLAS
TX 75225
United States
Operating Hours
8:30A.M. - 5:30P.M.
Monday - Friday
Phone
214-572-9817
Other Offices
1

ReceiptFinancials

Total AUM
$3.7B
Accounts
7
Discretionary
$937M
Accounts
3
Non-Discretionary
$2.8B
Accounts
4

ContactClients

View more in analytics →

Pooled Vehicle Clients
5
AUM
$1.5B
Other Clients
2
AUM
$2.2B
Description of Other Clients
JOINT VENTURES

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Institutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
ACQUISITION FEE

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account