PPrivate Fund Data Log in Join · $37/mo

Tanglewood Legacy Advisors, LLC

● SEC registered since 2016CRD 127289SEC# 801-107793Houston, TX
Export (members)
Reg. AUM
$562.1M
Employees
8
Accounts
522
Location
Houston, TX

Tanglewood Legacy Advisors, LLC assets under management

Tanglewood Legacy Advisors, LLC is an investment advisory firm registered with the SEC based in Houston, TX. The firm has been registered since 2016. It reports $562.1 million in regulatory assets under management and employs 8 people.
www.family-cfo.comView on SEC.gov ↗

Tanglewood Legacy Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Andrew Todd Gardener ControlChief Compliance Officer / Chairman10-25%2003
Kevin Bruce Roth ControlChief Executive OfficerOver 75%2024

Frequently asked questions

How much does Tanglewood Legacy Advisors, LLC manage?

Tanglewood Legacy Advisors, LLC reports $562.1 million in regulatory assets under management on its Form ADV.

How many employees does Tanglewood Legacy Advisors, LLC have?

Tanglewood Legacy Advisors, LLC reports 8 employees.

Where is Tanglewood Legacy Advisors, LLC located?

Tanglewood Legacy Advisors, LLC is based in Houston, TX and has been SEC-registered since 2016.

Does Tanglewood Legacy Advisors, LLC disclose fund performance?

Tanglewood Legacy Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressOne Riverway, Suite 1550, Houston, TX 77056
Phone713-599-4999
Fax713-599-4989
Office hours8:00a.m. To 4:30p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$531.2M
Non-discretionary$30.8M
Total (RAUM)$562.1M