Tailwater Capital

RIASEC RegisteredEst. 2013
Total AUM
$4B
Discretionary
$3.3B
83% of AUM
Avg account
$189M
Accounts
21
Employees
46
Advisory reps
3

Firm details

Headquarters
Dallas, Texas
CRD number
167240
Registered since
March 28, 2013
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Tailwater Capital is organized as an LLC and functions primarily as a private equity sponsor and adviser to pooled investment vehicles. The firm registers with the SEC (since 2013) and serves an institutional client base, charging a mix of asset-based fees and performance fees. Its advisory activity centers on portfolio management for pooled funds, and it identifies as an active ESG investor. Corporate roles include acting as general partner and managing member of pooled vehicles rather than operating primarily as a third‑party capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Brian Blakeman

    Brian Blakeman

    Chief Financial Officer & Chief Compliance OfficerCRD 5072663

Contacts

2 of 2
  • Jason Downie

    Jason Downie

    Co-Founder and Managing PartnerCRD 2259547

  • James Herring

    Managing PartnerCRD 6019862

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Dallas, TX

Dallas

Location

Dallas, TX

Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Dallas
Address
4020 Maple Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth