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- Custodian
- Fidelity/NFS ยท JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-01-2009
- Office Locations
- 1
Office Locations
About Tailwind Advisors
Tailwind Advisors is a Fort Worth, TX-based multi-family office providing conflict-free, integrated wealth management for high-net-worth, multi-generational families. The team builds diversified portfolios across public equities, fixed income and real assets using active and passive structures (separate accounts, institutional funds, LPs) with an emphasis on tax efficiency. They also allocate to private investments as a passive limited partner, pursue direct and sponsored real estate via Tailwind Real Estate Equities, and source energy opportunities through affiliate West Bend Energy Partners. Philanthropic advisors support foundation management and long-term giving strategy.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
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Technology
Owner & Executives
JEFFREY RUGELEY DILLARD
Advisor
- CRD
- --
- Ownership
- 50% but less than 75%
ROBERT JOHNSON BATTON
--
- CRD
- #5701270
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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ROBERT JOHNSON BATTON
--
- CRD
- #5701270
Erica Rae Boulware
--
- CRD
- #6799205
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $164,090,000 | $10,939,333 |
| Non-Discretionary | $1,509,943,000 | $251,657,167 |
| Total | $1,674,033,000 | $79,715,857 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Total | Available | Available |
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