Investment adviser · CRD 150081
TAILWIND ADVISORS
Investment adviser filing (IA)
TAILWIND ADVISORS, LLC
FORT WORTH, TX, United States · Form ADV filed Mar 24, 2026
- Regulatory AUM
- $1.67B Form ADV · Item 5.F
- Client accounts
- 21 Accounts, not individual clients
- Employees
- 12 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 15 | $1,254,250,000 | 74.9% |
| Pooled investment vehicles | 6 | $419,783,000 | 25.1% |
Filing source
Form ADV 2064767 · Mar 24, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
9 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
TAILWIND CAPITAL SERIES, LLCPrivate Equity Fund · Last reported Mar 24, 2026$199MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
WEAVER AND TIDWELL, LLP
PCAOB 410
JP MORGAN
LEI 8I5DZWZKVSZI1NUHU748
Fund details & source
- Fund ID
- 805-7211132124
- Reported beneficial owners
- 20
- Minimum commitment
- $0
Form ADV 2064767 · Mar 24, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
TAILWIND WEST BEND, LLCPrivate Equity Fund · Last reported Mar 24, 2026$67.6MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
WEAVER AND TIDWELL, L.L.P.
PCAOB 410
JP MORGAN
LEI 8I5DZWZKVSZI1NUHU748
Fund details & source
- Fund ID
- 805-1345352637
- Reported beneficial owners
- 24
- Minimum commitment
- $0
Form ADV 2064767 · Mar 24, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
WEST BEND ENERGY PARTNERS III, LLCPrivate Equity Fund · Last reported Mar 24, 2026$58.7MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
WEAVER AND TIDWELL, L.L.P.
PCAOB 410
JP MORGAN
LEI 8I5DZWZKVSZI1NUHU748
Fund details & source
- Fund ID
- 805-2017288589
- Reported beneficial owners
- 10
- Minimum commitment
- $0
Form ADV 2064767 · Mar 24, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
TREE OPPORTUNITIES SERIES, LLCPrivate Equity Fund · Last reported Mar 24, 2026$57.9MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
WEAVER AND TIDWELL, LLP
PCAOB 410
JP MORGAN
LEI 8I5DZWZKVSZI1NUHU748
Fund details & source
- Fund ID
- 805-4852194452
- Reported beneficial owners
- 20
- Minimum commitment
- $0
Form ADV 2064767 · Mar 24, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
WEST BEND ENERGY PARTNERS IV, LLCPrivate Equity Fund · Last reported Mar 24, 2026$31.2MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
WEAVER AND TIDWELL, LLP
PCAOB 410
JP MORGAN
LEI 8I5DZWZKVSZI1NUHU748
Fund details & source
- Fund ID
- 805-8744118171
- Reported beneficial owners
- 17
- Minimum commitment
- $0
Form ADV 2064767 · Mar 24, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
WEST BEND ENERGY PARTNERS V, LLCPrivate Equity Fund · Last reported Mar 24, 2026$9.87MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
WEAVER AND TIDWELL, LLP
PCAOB 410
JP MORGAN
LEI 8I5DZWZKVSZI1NUHU748
Fund details & source
- Fund ID
- 805-1240808291
- Reported beneficial owners
- 14
- Minimum commitment
- $0
Form ADV 2064767 · Mar 24, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
WEST BEND ENERGY PARTNERS II, LLCPrivate Equity Fund · Last reported Mar 27, 2024$12MGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-4789387526
- Reported beneficial owners
- 1
- Minimum commitment
- $0
Form ADV 1820874 · Mar 27, 2024 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 24, 2026. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Selection of other advisers
Compensation
Percentage of assets · Performance-based
Principal office
1320 S UNIVERSITY DR, SUITE 701FORT WORTH, TX, 76107, United States
CRD 150081
Filing source
Form ADV 2064767 · Mar 24, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.