TAILWIND ADVISORS

RIASEC RegisteredEst. 2009

Total AUM

$1.7B

Discretionary

$164M

10% of AUM

Avg account

$79.7M

Accounts

Employees

Advisory reps

Firm details

Headquarters: FORT WORTH, Texas
CRD number: 150081
Registered since: May 12, 2009
Website: www.tailwindadvisors.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: HNWI74.92%
Pooled Investment Vehicles25.08%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Tailwind Advisors operates as a privately held LLC that has been SEC-registered since 2009. The firm functions both as an independent registered investment adviser and as a private equity fund sponsor, positioning itself as a capital allocator for high-net-worth individuals, families and institutional clients. Its advisory mandate includes discretionary and non-discretionary portfolio management for individuals/small businesses, management of pooled investment vehicles, and selection of third‑party managers. Compensation comes through a combination of AUM-based fees and performance-based fees. Tailwind does not identify as an active ESG investor.