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TRANSWESTERN INVESTMENTS

TRANSWESTERN INVESTMENT MANAGEMENT, LLC

CRD 159520 · SEC 801-76546

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8235 DOUGLAS AVENUE, SUITE 450, DALLAS, TX, 75225, United States

Phone

214-572-9817

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$3.75B

Discretionary AUM

$937.0M

Team

31 total employees; 25 advisory reps

Clients

0

Fees

Percentage of AUM; Fixed fees; Performance-based fees; ACQUISITION FEE

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Portfolio management (pooled vehicles)Portfolio management (institutions)

Client types

TypeClientsAUM
Pooled investment vehicles5$1.51B

States served

TX

All web addresses on file

Official SEC filing: View on IAPD