TRANSWESTERN INVESTMENT MANAGEMENT, LLC
CRD #159520 SEC #801-76546 DALLAS, TX 214-572-9817
SEC Registered Private Funds
Total AUM
$4.3B
Discretionary
$799.5M
Employees
27
Clients
0
Accounts
8
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $4.3B | $799.5M | $3.5B | 27 | 0 |
| May 2025 | $4.3B | $799.5M | $3.5B | 27 | 0 |
| Mar 2025 | $4.3B | $799.5M | $3.5B | 27 | 0 |
| Mar 2024 | $4B | $573.8M | $3.4B | 31 | 0 |
| May 2023 | $5B | $533.6M | $4.4B | 24 | 0 |
| Mar 2023 | $5B | $533.6M | $4.4B | 24 | 0 |
| Aug 2022 | $5.2B | $616.6M | $4.6B | 23 | 0 |
| Mar 2022 | $5.2B | $616.6M | $4.6B | 23 | 0 |
| Mar 2021 | $4.8B | $503.2M | $4.3B | 26 | 0 |
| May 2020 | $4.6B | $361.1M | $4.2B | 30 | 0 |
| Mar 2020 | $4.6B | $361.1M | $4.2B | 30 | 0 |
| Mar 2019 | $4.4B | $513.9M | $3.9B | 28 | 0 |
| Mar 2018 | $4.4B | $437.6M | $4B | 30 | 0 |
| Sep 2017 | $3.4B | $456.7M | $2.9B | 28 | 11 |
| Jul 2017 | $3.2B | $329.7M | $2.8B | 28 | 1 |
| Jun 2017 | $3.2B | $2.8B | $329.7M | 28 | 1 |
| Mar 2017 | $3.1B | $517.6M | $2.6B | 20 | 1 |
| Oct 2016 | $3.1B | $517.6M | $2.6B | 20 | 11 |
| Mar 2016 | $2B | $429.6M | $1.6B | 18 | 11 |
| Oct 2015 | $1.9B | $351.5M | $1.6B | 14 | 11 |
| Apr 2015 | $1.7B | $268.5M | $1.4B | 14 | 11 |
| Mar 2014 | $815.8M | $184.7M | $631.1M | 12 | 11 |
| Jul 2013 | $825M | $125M | $700M | 12 | 11 |
| Apr 2013 | $425.4M | $0 | $425.4M | 8 | 1 |
| Oct 2012 | $523.5M | $0 | $523.5M | -- | 1 |
| Jun 2012 | $184.7M | $0 | $184.7M | -- | 1 |
| Jun 2012 | $184.7M | $0 | $184.7M | -- | 1 |
| Apr 2012 | $184.7M | $0 | $184.7M | -- | 1 |
DateSep 2025
Total AUM$4.3B
Discretionary$799.5M
Non-Disc.$3.5B
Employees27
Clients0
DateMay 2025
Total AUM$4.3B
Discretionary$799.5M
Non-Disc.$3.5B
Employees27
Clients0
DateMar 2025
Total AUM$4.3B
Discretionary$799.5M
Non-Disc.$3.5B
Employees27
Clients0
DateMar 2024
Total AUM$4B
Discretionary$573.8M
Non-Disc.$3.4B
Employees31
Clients0
DateMay 2023
Total AUM$5B
Discretionary$533.6M
Non-Disc.$4.4B
Employees24
Clients0
DateMar 2023
Total AUM$5B
Discretionary$533.6M
Non-Disc.$4.4B
Employees24
Clients0
DateAug 2022
Total AUM$5.2B
Discretionary$616.6M
Non-Disc.$4.6B
Employees23
Clients0
DateMar 2022
Total AUM$5.2B
Discretionary$616.6M
Non-Disc.$4.6B
Employees23
Clients0
DateMar 2021
Total AUM$4.8B
Discretionary$503.2M
Non-Disc.$4.3B
Employees26
Clients0
DateMay 2020
Total AUM$4.6B
Discretionary$361.1M
Non-Disc.$4.2B
Employees30
Clients0
DateMar 2020
Total AUM$4.6B
Discretionary$361.1M
Non-Disc.$4.2B
Employees30
Clients0
DateMar 2019
Total AUM$4.4B
Discretionary$513.9M
Non-Disc.$3.9B
Employees28
Clients0
DateMar 2018
Total AUM$4.4B
Discretionary$437.6M
Non-Disc.$4B
Employees30
Clients0
DateSep 2017
Total AUM$3.4B
Discretionary$456.7M
Non-Disc.$2.9B
Employees28
Clients11
DateJul 2017
Total AUM$3.2B
Discretionary$329.7M
Non-Disc.$2.8B
Employees28
Clients1
DateJun 2017
Total AUM$3.2B
Discretionary$2.8B
Non-Disc.$329.7M
Employees28
Clients1
DateMar 2017
Total AUM$3.1B
Discretionary$517.6M
Non-Disc.$2.6B
Employees20
Clients1
DateOct 2016
Total AUM$3.1B
Discretionary$517.6M
Non-Disc.$2.6B
Employees20
Clients11
DateMar 2016
Total AUM$2B
Discretionary$429.6M
Non-Disc.$1.6B
Employees18
Clients11
DateOct 2015
Total AUM$1.9B
Discretionary$351.5M
Non-Disc.$1.6B
Employees14
Clients11
DateApr 2015
Total AUM$1.7B
Discretionary$268.5M
Non-Disc.$1.4B
Employees14
Clients11
DateMar 2014
Total AUM$815.8M
Discretionary$184.7M
Non-Disc.$631.1M
Employees12
Clients11
DateJul 2013
Total AUM$825M
Discretionary$125M
Non-Disc.$700M
Employees12
Clients11
DateApr 2013
Total AUM$425.4M
Discretionary$0
Non-Disc.$425.4M
Employees8
Clients1
DateOct 2012
Total AUM$523.5M
Discretionary$0
Non-Disc.$523.5M
Employees--
Clients1
DateJun 2012
Total AUM$184.7M
Discretionary$0
Non-Disc.$184.7M
Employees--
Clients1
DateJun 2012
Total AUM$184.7M
Discretionary$0
Non-Disc.$184.7M
Employees--
Clients1
DateApr 2012
Total AUM$184.7M
Discretionary$0
Non-Disc.$184.7M
Employees--
Clients1