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Tallwoods Partners LLC
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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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Abbot Financial Management Inc
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Bridgewater Asset Management LLC
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Tradewinds LLC
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Salzinger Sheaff Brock LLC
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Altamont Capital Management LLC
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NC | 0.2 |