Investment Adviser

Tailwind Advisors - Investment Advisers

Legal name: Tailwind Advisors, LLC

Investment Adviser headquartered in Fort Worth, Texas · Invest

About Tailwind Advisors

Tailwind Advisors, LLC is an investment adviser headquartered in Fort Worth, Texas, and is listed among investment advisers in Texas. The firm reports $1.67 billion in regulatory assets under management and has 12 employees. It describes itself as a multi-family office that serves families seeking a coordinated approach to managing their wealth, and it states that it has operated for about 15 years. The firm builds portfolios tailored to each client across several asset classes. Its investment team looks at marketable securities, including public equities, fixed income and real assets. It also invests in privately held companies and other private assets through third-party sponsors. Real estate is a stated focus, with stabilized and value-add properties in the multi-family and industrial sectors, plus selected opportunistic investments in office, retail and hospitality. The firm also works with industry partners on opportunities in the energy sector. Tailwind is also included in the directory of US investment advisers.

Key Facts

Assets Under Management
$1.67B
Employees
12
SEC File Number
801-70175

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