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SEC Form ADV

TAILWIND ADVISORS

Firm profile: Tailwind Advisors — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserTXPrivate Equity
$1.7B
Assets Under Management
21
Total Clients
12
Employees
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Registration Details

Accession
CRD-150081
Location
FORT WORTH, TX
Filing Date
March 24, 2026
AUM
$1.7B
Total Clients
21
Institutional Clients
6
Employees
12
Amendment
No
SEC EDGAR
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Client Types

HNW IndividualsPooled Investment Vehicles

Investment Strategies

Private Equity

Private Funds

6 private funds reported on Form ADV Schedule D 7.B.1, $424.7M in combined gross assets.

  • TAILWIND CAPITAL SERIES, LLCPrivate Equity Fund$199.4M
  • TAILWIND WEST BEND, LLCPrivate Equity Fund$67.5M
  • WEST BEND ENERGY PARTNERS III, LLCPrivate Equity Fund$58.7M
  • TREE OPPORTUNITIES SERIES, LLCPrivate Equity Fund$57.9M
  • WEST BEND ENERGY PARTNERS IV, LLCPrivate Equity Fund$31.2M
  • WEST BEND ENERGY PARTNERS V, LLCPrivate Equity Fund$9.9M

About this Adviser

TAILWIND ADVISORS is a registered investment adviser headquartered in FORT WORTH, TX, managing approximately $1.7B in assets across 21 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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