Tailwind Advisors, LLC is a large advisory firm based in Fort Worth. It manages $1.03 billion of regulatory assets for 31 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Texas.
Tailwind Advisors provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Tailwind Advisors, LLC is $1.03 billion. The firm's AUM has grown by 14% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Tailwind Advisors, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to high net worth individuals and pooled investment vehicles. The largest group of clients of Tailwind Advisors is high net worth individuals with 28 clients and $947.13 million of assets under management. Among the 11 most similar advisory firms, Tailwind Advisors has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $1.03 billion for 31 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Tailwind Advisors also advises several private funds. Namely, three private equity funds. The minimum investment commitment required of non-related persons ranges from $0 to $5,000,000.
The company employs 9 people that are either part- or full-time employees. 44 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Tailwind Advisors, LLC performs its advisory services is located at 1000 Foch St, Fort Worth, TX 76107, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 817-708-3663 or by fax 817-732-4424. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at tailwindadvisors.com/.