Tfo Family Office Partners, LLC
● SEC registered since 2011CRD 159440SEC# 801-72840Phoenix, AZ
Reg. AUM
$5.04B
Employees
88
Accounts
1,939
Location
Phoenix, AZ
Tfo Family Office Partners, LLC assets under management
Tfo Family Office Partners, LLC is an SEC-registered investment adviser based in Phoenix, AZ. The firm has been registered since 2011. It reports $5 billion in regulatory assets under management and employs 88 people.
Tfo Family Office Partners, LLC owners & executives
16 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brick Bridge LLC | Owner | 5-10% | 2025 |
| Brittany Leigh Genzale | Chief Operating Officer | Under 5% | 2020 |
| Charles Robert Carroll | Chief Investment Officer | Under 5% | 2011 |
See all 16 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Tfo Family Office Partners, LLC manage?
Tfo Family Office Partners, LLC reports $5 billion in regulatory assets under management on its Form ADV.
How many employees does Tfo Family Office Partners, LLC have?
Tfo Family Office Partners, LLC reports 88 employees.
Where is Tfo Family Office Partners, LLC located?
Tfo Family Office Partners, LLC is based in Phoenix, AZ and has been SEC-registered since 2011.
Does Tfo Family Office Partners, LLC disclose fund performance?
Tfo Family Office Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5060 North 40th Street, Suite 200, Phoenix, AZ 85018 |
| Phone | 602-466-2611 |
| Fax | 602-466-2601 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$5.04B▲ 32%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 13%
Larger than 87% of 16,271 advisers
EmployeesTop 8%
More than 92% of 16,825 advisers
Assets under management
$5.04Bregulatory AUM
Discretionary $5.01BNon-discretionary $23.6M