TAILWIND CAPITAL

RIASEC RegisteredEst. 2012
Total AUM
$5.4B
Discretionary
$5.4B
100% of AUM
Avg account
$246M
Accounts
22
Employees
29
Advisory reps
9

Firm details

Headquarters
New York, New York
CRD number
156562
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Tailwind Capital operates as a limited partnership focused on private equity activity for institutional clients. Registered with the SEC since 2012, the firm functions primarily as sponsor, general partner and managing member of pooled investment vehicles, running portfolio management for those funds rather than delivering retail advisory services. Tailwind Capital describes itself as an active ESG investor, and its governance role in the funds it sponsors lets the firm set strategy, manager selection and fee structures across its pooled products. The firm’s business mix centers on private equity funds it controls while also allocating to external alternative managers. Fee arrangements include a percentage-of-AUM component together with performance-based fees and other bespoke fee elements commonly associated with closed-end and pooled investment vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • SYED MOHSIN

    Partner & Chief Financial OfficerCRD 5463394

  • MICHAEL BERTISCH

    Partner, General Counsel and Chief Compliance OfficerCRD 5154572

Contacts

3 of 7
  • ANDREW MAYER

    PartnerCRD 7091292

  • WILLIAM FLEDER

    PartnerCRD 5400991

  • JEFFREY CALHOUN

    Managing PartnerCRD 2569223

Unlock 4 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
299 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth