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.