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Tailwind Advisors, LLC

● SEC registered since 2009CRD 150081SEC# 801-70175Fort Worth, TX
Export (members)
Ranks #2,170 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$1.56B
Fund GAV
$370.2M
Private funds
5
Employees
13
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 $1.6 billion in regulatory assets under management and employs 13 people. Tailwind Advisors, LLC manages 5 private funds with combined gross assets of $370.2 million, including Tailwind Capital Series, LLC. By regulatory assets, it ranks 2,170 of 5,911 private fund managers.

Tailwind Advisors, LLC private funds

5 funds · $370.2M GAV
FundTypeGross assetsMin.
Tailwind Capital Series, LLCPrivate Equity$169.5M
Tailwind West Bend, LLCPrivate Equity$62M
West Bend Energy Partners III, LLCPrivate Equity$56.9M
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Tailwind Advisors, LLC owners & executives

13 reported
NameTitleOwnershipSince
Jeffrey Rugeley Dillard ControlMember50-75%2009
Richard Joseph Bryce ControlInvestment Units HolderUnder 5%2021
Robert Johnson Batton ControlInvestment Units HolderUnder 5%2014
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Frequently asked questions

How much does Tailwind Advisors, LLC manage?

Tailwind Advisors, LLC reports $1.6 billion in regulatory assets under management on its Form ADV.

How many private funds does Tailwind Advisors, LLC manage?

Tailwind Advisors, LLC manages 5 private funds with combined gross assets of $370.2 million.

How many employees does Tailwind Advisors, LLC have?

Tailwind Advisors, LLC reports 13 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

Address1320 S University Dr, Suite 701, Fort Worth, TX 76107
Phone817-708-3663
Fax817-732-4424
Office hours9:00 a.m. - 5:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
Umbrella registrationYes
Discloses disciplinary historyNo

Assets under management

Discretionary$147.1M
Non-discretionary$1.41B
Total (RAUM)$1.56B