# The TCW Group: portfolio, investments and team

> The TCW Group is a private equity based in United States. 1 investment on record, latest May 2014. Portfolio, stages, co-investors and team.

Source: https://millionrounds.com/fund/the-tcw-group (Millionrounds; every figure on the page links to its filing or article)

United States · [Investor](https://millionrounds.com/investors)

# The TCW Group

Last cheque observed May 2014. Silence since then is not evidence of inactivity: our sources miss unannounced rounds.

Quiet Private equity

Seed Series A Growth Delivery Service Shipping

Cheques on record

**0%** of best year **0** **cheques in 12 months**, 1 on record

Since the last cheque **4557** days **00** hrs **00** min **00** sec

Median round **$50M** Rounds led **0 of 1**

Pitch The TCW Group

## The TCW Group highlights

- 01 1 rounds on record
- 02 Mostly Series D: 100% of its rounds

## What they do

- **Type:** Private equity (from a list, unverified)
- **Cheque size:** Not stated
- **Stages:** Seed Series A Growth
- **Sectors:** Delivery Service Shipping
- **Based in:** LOS ANGELES, United States
- **Cold pitches:** Not stated

## The record

Every round we can evidence, newest first **1 appearances**

- **2014** 1 round
- **May** **[Kabbage](https://millionrounds.com/company/kabbage)** Series D · US **$50M** With 6 others

An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor.

## The team

Named by the firm itself, on a filing, its Form ADV or its company registration **13 named**

AJ **Andrew John Bowden** Executive Vice President, General Counsel, Secretary, Elected Manager i Form ADV

BT **Bryan Thomas Whalen** Chief Investment Officer, Group Managing Director, Elected Manager i Form ADV

DC **David Chih-Wen Wang** Managing Director i Form ADV

DM **Dylan March Pelletier Ross** Board Member, Managing Director i Form ADV

GX **Gladys Xiques** Global Chief Compliance Officer, Elected Manager i Form ADV

JQ **Jeremy Qinli Zhu** Managing Director i Form ADV

KA **Kathryn Agnes Koch** Chief Executive Officer, Elected Manager i Form ADV

MI **Marc Irwin Stern** Chairman, Elected Manager i Form ADV

MK **Martin Keith Lane** Senior Vice President i Form ADV

ML **Melissa Lynn Stolfi** Executive Vice President, Chief Operating Officer, Elected Manager i Form ADV

RM **Richard Manuel Villa** Executive Vice President, Chief Financial Officer, Elected Manager i Form ADV

RT **Richard Todd Miller** Board Member, Group Managing Director i Form ADV

VM **Vincent Michael Staunton** Senior Vice President i Form ADV

We also hold **23** people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.

## What the register says

From the firm's own filings with the SEC, which it must file accurately by law

**$202B** assets it manages, 6 advisers combined Oct 2026

**Registered** investment adviser full reporting to the SEC

- **Legal name:** TCW Investment Management Company LLC
- **SEC number:** CRD 332802

Funds on its Form ADV

**38** private funds, **$9.6B** in gross assets · filed Oct 2024

Hedge **16** Securitised assets **14** Other private fund **6**

- TCW Direct Lending Structured Solutions 2022 LLC *Hedge* 11 investors $702M
- TCW Skyline Lending, L.P. *Hedge* 3 investors $664M
- TCW Direct Lending Structured Solutions 2019 LLC *Hedge* 12 investors $609M
- TCW Securitized Opportunities, L.P. *Other private fund* 50 investors $565M
- TCW Rescue Financing Fund L.P. *Hedge* 37 investors $538M
- TCW CLO 2020-1, LTD. *Securitised assets* $500M
- TCW CLO 2017-1, LTD. *Securitised assets* $499M
- TCW Brazos Fund LLC *Hedge* 3 investors $445M
- TCW CLO 2023-2, LTD. *Securitised assets* $402M
- TCW CLO 2021-1, LTD. *Securitised assets* $401M

And 28 more on the filing.

Who backs their funds

## 2 LPs on record in The TCW Group's funds

- **Committed:** $840M
- **Funds:** 10
- **Vintages:** 1991 to 2018

The institutions that put money into its funds, which the firm then invests in companies. Source: the pension's own report, latest Jun 2026.

- [**Oregon Public Employees Retirement Fund** 8 funds *$650M*](https://millionrounds.com/fund/oregon-public-employees) Fund Vintage Committed TCW Crescent Mezzanine Partners V 2007 $200M TCW Crescent Mezzanine Partners IV 2006 $100M TCW Crescent Mezzanine Partners III 2001 $75M TCW Crescent Mezzanine Partners II 1998 $100M TCW Crescent Mezzanine Partners 1996 $50M TCW Special Credits Fund V - The Principal Fund 1994 $50M TCW Special Credits Fund IV 1993 $25M TCW Special Credits Fund III 1991 $50M
- [**Minnesota State Board of Investments** 2 funds *$190M*](https://millionrounds.com/fund/minnesota-state-board-of-investments) Fund Vintage Committed TCW Direct Lending VII 2018 $100M TCW Direct Lending 2014 $90M

## The cheque

Seed Series A Growth

Median round joined **$50M** the round, not its cheque

Led 0 of 1 rounds **0%**

- **Sole investor:** Never alone
- **Last cheque:** May 2014

Rounds by stage said on their site

- Series D *1*
- Seed said *-*
- Series A said *-*
- Growth said *-*

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## Quick answers about The TCW Group

### What does The TCW Group invest in?

The TCW Group invests most often at Series D (100% of the rounds on record), in sectors such as Delivery Service and Shipping.

### How active is The TCW Group?

1 investments on record, 0 of them in the last 12 months. The most recent was in May 2014.

### How big are The TCW Group's cheques?

The median round it joins is $50M.

### Is The TCW Group investing now?

No investments in the last 12 months; the latest was in May 2014.

### What kind of investor is The TCW Group?

The TCW Group is a private equity firm based in LOS ANGELES, United States.

### How much does The TCW Group manage?

About $202B, as regulatory assets under management, 6 advisers added together (Oct 2026).

### Where does this information on The TCW Group come from?

From public registers and its own website, checked and rebuilt every night.

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