Data / Investment advisers / Texas / Tailwind Advisors
Tailwind Advisors, Fort Worth, TX: $1.7 billion AUM, SEC registered investment adviser
Tailwind Advisors is an SEC registered investment adviser with its main office in Fort Worth, Texas and reports $1.7 billion in regulatory assets under management in its Form ADV filed March 24, 2026. Its clients include high net worth individuals and pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 6 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 150081
- SEC file number
- 801-70175
- SEC status
- Approved, effective May 12, 2009
- Legal name
- Tailwind Advisors, LLC
- Main office
- 1320 S University Dr Suite 701, Fort Worth, TX 76107
- Phone
- (817) 708-3663
- Website
- tailwindadvisors.com
- Regulatory AUM
- $1,674,033,000 in the Form ADV filed March 24, 2026
- Discretionary AUM
- $164,090,000
- Non discretionary AUM
- $1,509,943,000
- Accounts
- 21
- Employees
- 12, of which 5 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 6: 6 private equity funds
- Gross assets of private funds
- $424,656,000
- Umbrella registration
- 1 relying advisers
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 24, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 15 | $1.25 billion |
| Pooled investment vehicles | 6 | $419.8 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.67 billion | March 24, 2026 |
| December 1, 2025 | $1.56 billion | March 27, 2025 |
Other advisers in Fort Worth
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| TPG Real Estate Advisors, LLC | Fort Worth | $16.97 billion | 33 | adviserinfo.sec.gov |
| TPG Solutions Advisors | Fort Worth | $11.61 billion | 26 | adviserinfo.sec.gov |
| Summittx Capital, L.P. | Fort Worth | $10.10 billion | 3 | adviserinfo.sec.gov |
| Crescent Real Estate LLC | Fort Worth | $5.11 billion | 43 | adviserinfo.sec.gov |
| TPG Re Finance Trust Management, L.P. | Fort Worth | $4.41 billion | Not listed | adviserinfo.sec.gov |
| Double Eagle Family Offices, LLC | Fort Worth | $1.40 billion | 9 | adviserinfo.sec.gov |
| Wpwealth LLP | Fort Worth | $1.17 billion | Not listed | adviserinfo.sec.gov |
| Holt Capital Partners, L.P. | Fort Worth | $1.09 billion | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Fort Worth, TX
- Investment advisers in Texas
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Tailwind Advisors on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.