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Tfo Family Office Partners, Inc.

● SEC registered since 2011CRD 159440SEC# 801-72840Phoenix, AZ
Export (members)
Reg. AUM
$4.17B
Employees
80
Accounts
1,939
Location
Phoenix, AZ

Tfo Family Office Partners, Inc. assets under management

Tfo Family Office Partners, Inc. is an SEC-registered investment adviser based in Phoenix, AZ. The firm has been registered since 2011. It reports $4.2 billion in regulatory assets under management and employs 80 people.

Tfo Family Office Partners, Inc. owners & executives

12 reported
NameTitleOwnershipSince
Brittany Leigh GenzaleChief Operating OfficerUnder 5%2020
Charles Robert CarrollChief Investment OfficerUnder 5%2011
Christopher Edward Erblich ControlDirector, Chairman, Partner, Ceo, Secretary And TreasurerUnder 5%2011
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Frequently asked questions

How much does Tfo Family Office Partners, Inc. manage?

Tfo Family Office Partners, Inc. reports $4.2 billion in regulatory assets under management on its Form ADV.

How many employees does Tfo Family Office Partners, Inc. have?

Tfo Family Office Partners, Inc. reports 80 employees.

Where is Tfo Family Office Partners, Inc. located?

Tfo Family Office Partners, Inc. is based in Phoenix, AZ and has been SEC-registered since 2011.

Does Tfo Family Office Partners, Inc. disclose fund performance?

Tfo Family Office Partners, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5060 North 40th Street, Suite 200, Phoenix, AZ 85018
Phone602-466-2611
Fax602-466-2601
Office hours9a.m.-5p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$4.15B
Non-discretionary$13.7M
Total (RAUM)$4.17B