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Tailwind Advisors

EST. AUM
$1,556,018,000

CONTACTS
6

CLIENT ACCOUNTS
21

Firm Details

Metro area Dallas
CRD Number 150081
Website tailwindadvisors.com
Client types

Overview

$1.4B MFO, 9 families all Texas-based. Each family has some relationship with Oil and Gas industry and Tailwind is in place to diversify their assets away. No internal strategies. Tax efficiency is crucial. Equities are 30%, Fixed 40%, alts 30%. Equities: SMA, tax managed portfolios thru Parametric. Fixed: munis and private direct credit Alts: PE, direct deals. No liquid alts.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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