RH TAILWIND MANAGEMENT, LLC
Firm details
- Headquarters
- WEST CONSHOHOCKEN, Pennsylvania
- CRD number
- 336543
- Registered since
- April 28, 2025
Firm profile
FINTRXOverview
RH Tailwind Management, LLC is an LLC that registered with the SEC in 2025 and operates as a commodity pool operator/commodity trading advisor (CPO/CTA). The firm also serves as sponsor, general partner and managing member for pooled investment vehicles, indicating its primary business is managing pooled funds rather than acting as a traditional advisory practice for retail advisory accounts. The firm is not identified as an active ESG investor, not a multi-state adviser, and is not positioned as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3WAYNE BLOCH
t Co-Founder & Managing PartnerCRD 5058718
PETER LOCKHART
Managing PartnerCRD 1328598
KEITH KLINE
Managing PartnerCRD 2485483
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 12Active vs passive
$76.1M in ETFs
100%
$76.1M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) S&P(R) OIL & GAS EXPLORATION & PRODUCTION ETF (XOP) | State Street | Passive | Equity Energy | $11.5M | 63,000 | 15.06% |
Location
WEST CONSHOHOCKEN, PA
MONTGOMERY
Location
WEST CONSHOHOCKEN, PA
Headquartered in WEST CONSHOHOCKEN, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- MONTGOMERY
- Address
- 1 Tower Brg 100 Front St
- Time zone
- ET (UTC-5)
- Office locations
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