Managing Director · Tolleson Private Wealth Management
Elizabeth J. Lean
CRD 8342765 · Named on Form ADV at one SEC-registered adviser
At a glance
Tolleson Private Wealth Management, an SEC-registered private fund adviser based in Dallas, TX with $9.3 billion in regulatory assets, lists Elizabeth J. Lean on its Form ADV as Managing Director, a control person.
Firms and roles
- Tolleson Private Wealth ManagementManaging DirectorPrivate fund adviser · Dallas, TX · $9.3B in regulatory assets
AtlasMembers
Elizabeth’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (20)
- John C. TollesonExecutive Chairman, Tolleson Private Wealth Management
- Gregory S. HallSenior Managing Director, Tolleson Private Wealth Management
- Michael R HeldManaging Director, Tolleson Private Wealth Management
- John C. Tolleson Jr.Chief Executive Officer, Tolleson Private Wealth Management
- Andrea C. HulcyChief Financial Officer, Tolleson Private Wealth Management
15 more people named with Elizabeth on the same filings, with titles and firms. Free in Atlas with a free account.
See all 20 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Elizabeth’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.