Transwestern Investment Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Dallas, TX. Its latest Form ADV filing, dated March 31, 2026, reports $3.7B in regulatory assets under management, 31 employees, 1 office, and 7 accounts.
Assets Under Management
$3.7B
Employees
31
Offices
1 office
Total Clients
7
Primary office
DALLAS, TX
8235 DOUGLAS AVENUE, SUITE 450, DALLAS, TX, United States
Portfolio management for pooled investment vehicles
Fee models offered
4 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 71.4% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
71.4%
5
2
JOINT VENTURES
28.6%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.7Bas of March 31, 2026
Discretionary25.0%
$937M
25% of total RAUM25.0%
Non-discretionary75.0%
$2.8B
75% of total RAUM75.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$3.7B
Total Accounts7
10Y AUM Change+$599M (+19.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees31
Clients per Employee0:1
10Y Employee Change+11 (+55.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.