Tailwind Advisors, LLC
● SEC registered since 2009CRD 150081SEC# 801-70175Fort Worth, TX
Ranks #2,386 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$1.67B
Fund GAV
$424.7M
Private funds
6
Employees
12
Accounts
21
Location
Fort Worth, TX
Tailwind Advisors, LLC assets under management
Tailwind Advisors, LLC is an investment advisory firm registered with the SEC based in Fort Worth, TX. The firm has been registered since 2009. It reports $1.7 billion in regulatory assets under management and employs 12 people. Tailwind Advisors, LLC manages 6 private funds with combined gross assets of $424.7 million, including Tailwind Capital Series, LLC. By regulatory assets, it ranks 2,386 of 6,004 private fund managers.
Tailwind Advisors, LLC private funds
6 funds · $424.7M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Tailwind Capital Series, LLC | Private Equity | $199.4M | — |
| Tailwind West Bend, LLC | Private Equity | $67.6M | — |
| West Bend Energy Partners III, LLC | Private Equity | $58.7M | — |
See all 6 funds — unlock the full record.
Join to unlock · $37/moTailwind Advisors, LLC owners & executives
13 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey Rugeley Dillard Control | Member | 50-75% | 2009 |
| Richard Joseph Bryce Control | Investment Units Holder | Under 5% | 2021 |
| Robert Johnson Batton Control | Investment Units Holder | Under 5% | 2014 |
See all 13 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Tailwind Advisors, LLC manage?
Tailwind Advisors, LLC reports $1.7 billion in regulatory assets under management on its Form ADV.
How many private funds does Tailwind Advisors, LLC manage?
Tailwind Advisors, LLC manages 6 private funds with combined gross assets of $424.7 million.
How many employees does Tailwind Advisors, LLC have?
Tailwind Advisors, LLC reports 12 employees.
Where is Tailwind Advisors, LLC located?
Tailwind Advisors, LLC is based in Fort Worth, TX and has been SEC-registered since 2009.
Does Tailwind Advisors, LLC disclose fund performance?
Tailwind Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1320 S University Dr, Suite 701, Fort Worth, TX 76107 |
| Phone | 817-708-3663 |
| Fax | 817-732-4424 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Umbrella registration | Yes |
| Discloses disciplinary history | No |
Regulatory AUM
$1.67B▲ 8%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 25%
Larger than 75% of 16,271 advisers
AUM vs fund managersTop 40%
Larger than 60% of 6,004 private-fund managers
Number of fundsTop 36%
More funds than 64% of fund managers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$1.67Bregulatory AUM
Discretionary $164.1MNon-discretionary $1.51B
Service providers
Custodian