|
⚲
|
| Tallwoods Partners LLC
✚
|
|
|---|---|
| CRD # | 168865 |
| SEC # | 801-78525 |
| CIK # | |
| AUM | $242.5 MM (2023-03-31) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 312-283-3697 |
| Address | 444 N Wabash Ave Chicago, IL 60611 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| 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) | 5 | 110.6 |
| (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 | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 131.9 |
| (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 | 12 | 242.5 |
| By Discretionary | ||
| Discretionary | 5 | 61.0 |
| Non-Discretionary | 7 | 181.6 |
| Total | 12 | 242.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 242.5 | |
| Total | 12 | 242.5 |
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|---|---|---|
|
Alveo Wealth Management LLC
✚
|
FL | 0.2 |
|
Bison Creek Wealth Management LLC
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|
VA | 0.2 |
|
Perritt Capital Management Inc
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IL | 0.2 |
|
Planning Strategies Inc
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PA | 0.2 |
|
Abbot Financial Management Inc
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MA | 0.2 |
|
Bridgewater Asset Management LLC
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MO | 0.2 |
|
Tradewinds LLC
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|
NC | 0.2 |
|
Plan Group Financial Inc
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|
OK | 0.2 |
|
Salzinger Sheaff Brock LLC
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|
IN | 0.2 |
|
Altamont Capital Management LLC
✚
|
NC | 0.2 |