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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-01-2013
- Office Locations
- 1
Office Locations
About Tallwoods Partners, LLC
Tallwoods Partners is an independent multi-family investment office serving a select group of family offices and ultra-high-net-worth clients. The team provides family office wealth advisory—coordinating investment, tax, legal, and estate matters—with customized financial and investment reporting. Its approach emphasizes principal co-investment, manager-backed alternative strategies, and flexible capital via fund commitments, co-investments, and direct deals, including seeding managers with anchor LP capital.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
MICHAEL SETH RESNICK
Chief Compliance Officer, MANAGING DIRECTOR
- CRD
- --
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $157,486,133 | $19,685,767 |
| Non-Discretionary | $411,952,157 | $34,329,346 |
| Total | $569,438,290 | $28,471,915 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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