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Tree Opportunities Series, LLC

Private Equity FundFund ID 805-4852194452Texas, United States
Gross assets
$57.9M
Min. investment
Beneficial owners
20
Size rank
Top 53%
Audited
Yes
Structure
Standalone

About this fund

Tree Opportunities Series, LLC is a private equity fund managed by Tailwind Advisors, LLC. The fund reports $57.9 million in gross assets, placing it among the top 53% of private funds by size. Its financial statements are audited annually. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.

Fund details

Fund ID805-4852194452
Fund typePrivate Equity Fund
3(c)(1) exclusionYes
3(c)(7) exclusionNo
Master fundNo
Feeder fundNo
Fund of fundsNo
Relies on exemption from registrationNo
Annual auditYes
Prepared per GAAPYes
Sub-advisedNo
Sales limited to qualified investorsYes
% of assets independently valued0%

Other funds from this manager

FundTypeGross assets
Tailwind Capital Series, LLCPrivate Equity$199.4M
Tailwind West Bend, LLCPrivate Equity$67.6M
West Bend Energy Partners III, LLCPrivate Equity$58.7M
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Frequently asked questions

How large is Tree Opportunities Series, LLC?

Tree Opportunities Series, LLC reports $57.9 million in gross assets, among the top 53% of private funds by size.

Who manages Tree Opportunities Series, LLC?

Tree Opportunities Series, LLC is managed by Tailwind Advisors, LLC.

Does Tree Opportunities Series, LLC disclose returns?

No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.

Manager

T

Service providers

Prime broker
None reported
Custodian

Reported gross assets

$57.9M▲ 8%
Mar '25 — $53.6MApr '25 — $53.6MMay '25 — $53.6MJun '25 — $53.6MJul '25 — $53.6MAug '25 — $53.6MSep '25 — $53.6MOct '25 — $53.6MNov '25 — $53.6MDec '25 — $53.6MJan '26 — $53.6MFeb '26 — $53.6MMar '26 — $57.9MApr '26 — $57.9MMay '26 — $57.9MJun '26 — $57.9M
Mar '25Form ADV, monthlyJun '26

How this fund compares

Gross assetsTop 53%
Larger than 47% of 67,041 private funds
Gross assets vs Private Equity FundsTop 50%
Larger than 50% of 31,066 private equity funds

Investor base

Adviser & related persons%
Funds of funds%
Non-U.S. persons%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.