The Tolleson Group, LP (Dallas)

The Tolleson Group, LP is a large advisory firm based in Dallas. It manages $500 million of regulatory assets for 30 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Texas.

The Tolleson Group provides financial planning services and market timing services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

The Tolleson Group: assets under management

The assets under management (AUM) of The Tolleson Group, LP is $500 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $100 million in discretionary accounts and $400 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $10 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $20 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The Tolleson Group, LP for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at The Tolleson Group, LP

John Carter Tolleson has been acting as President since 1 Apr 2000. Gary Lee Horton has served as the Chief Investment Officer since 1 Oct 2002. Daniel H Chapman joined the executive team most recently as the Chairman Of The Executive Committee.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Eric Wayne Bennett	Managing director	1 Apr 2000	50% - 75%	2113011
John Carter Tolleson	Chairman	1 Apr 2000	50% - 75%	1456648
Christine Ann Chisenhall	Investment director	1 Sep 2000	Other	3177894
Christine Chisenhall Ashmore	Investment director	1 Sep 2000	Other	3177894
Gregory S Hall	Client service director	1 Feb 2001	Other	3135598
Michael John Montgomery	Client service director	1 Jul 2002	Other	2648739
Daniel H Chapman	Chairman of the executive committee	1 Sep 2002	Other	4370930
Gary Lee Horton	Chief investment officer	1 Oct 2002	Other	1220026

Based in Dallas

The principal office where The Tolleson Group, LP performs its advisory services is located at 5500 Preston Road Ste 250, Dallas, TX 75205, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.