TAILWIND ADVISORS

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Adviser Profile
As of Date 03/27/2024
Adviser Type - Large advisory firm
Number of Employees 15
of those in investment advisory functions 5
Registration SEC, Approved, 5/12/2009
AUM* 1,453,024,000 3.49%
of that, discretionary 132,688,000 2.86%
Private Fund GAV* 358,821,000 178.16%
Avg Account Size 66,046,545 -10.62%
% High Net Worth 72.73% -13.64%
SMA’s Yes
Private Funds 6 3
Contact Info 817 xxxxxxx
Websites

Client Types

- High net worth individuals
- Pooled investment vehicles

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
1B 1B 911M 729M 546M 364M 182M
2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count6 GAV$358,821,000

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Brochure Summary

Overview

Tailwind has been in business since May of 2009. Jeffrey Dillard, Stewart Henderson, Joey Bryce and John Batton are the Principals of Tailwind. Tailwind Advisors, LLC (“Tailwind” or the “Adviser”) provides continuous and regular investment advisory services primarily on a discretionary and non-discretionary basis to high net worth individuals and families, their related entities and pooled investment vehicles. These services begin with identification of each Client's goal and objectives, risk tolerance, tax situation, holding structures, etc., and the establishment of an appropriate strategic asset allocation. Tailwind also serves as an investment manager and provides investment advisory services on a discretionary basis to a privately offered pooled investment vehicles (the “Fund”) and an affiliated entity serves as general partner to these Funds. Tailwind’s investment management and advisory services to the Clients are provided pursuant
to an investment management agreement (“IMA”). Accordingly, investment advisory services are tailored to the individualized needs or objectives of any particular Client. For Fund Clients, Tailwind’s investment management and advisory services to the Clients are provided pursuant to the terms of the Offering Documents. Accordingly, investment advisory services to the Funds are not tailored to the individualized needs or objectives of any particular Fund investor. An investment in a Fund by an investor does not, in and of itself, create an advisory relationship between the investor and Tailwind. Investors are not permitted to impose restrictions or limitations on the management of any Fund. Tailwind does not participate in a wrap fee program. As of December 31, 2023, Tailwind has approximately $132.6 million in discretionary and $1.320 billion in non-discretionary regulatory assets under management.