Tailwind Advisors LLC

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Assets, Funds, Holdings

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Tailwind Advisors LLC
CRD #150081
SEC #801-70175
CIK #
AUM $1.5 BB (2024-03-27)
Employees 15 (33% Investors, 0% Brokers)
Phone817-708-3663
Address1320 S University Dr
Fort Worth, TX 76107
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
1500120090060030002008201320192025
Type Form D Funds Date Sold ($MM) AUM ($MM)
PE Tailwind Capital Series LLC 2024-03-27 168.7
PE Tree Opportunities Series LLC 2024-03-27 57.5
PE West BEND Energy Partners IV LLC 2024-03-27 13.4
PE West BEND Energy Partners II LLC 2023-03-28 12.0
PE West BEND Energy Partners III LLC 2021-03-29 47.2
PE Tailwind Aerospace LP 2019-03-06 0.3
PE Tailwind West BEND LLC 2019-03-06 60.0
PE Tailwind Oil and Gas Fund LP 2018-03-23 0.2
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 16 1,094.2
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 6 358.8
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 22 1,453.0
By Discretionary
Discretionary 16 132.7
Non-Discretionary 6 1,320.3
Total 22 1,453.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1,453.0
Total 22 1,453.0
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Belzberg Investments LLC
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SP Asset Management LLC
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Aegis Capital Corp
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