Tailwind Advisors, LLC

Overview

Tailwind Advisors describes its work as independent, strategic and coordinated wealth management for families. The firm reports more than $1.3 billion in assets under management and builds diversified portfolios across multiple asset classes.¹

History

The firm says its legacy spans 15 years. Tailwind Advisors has been registered with the U.S. Securities and Exchange Commission since May 12, 2009, under CRD 150081 and SEC number 801-70175.¹²

Leadership

John Batton, CFA, serves as Principal and Chief Investment Officer. Joey Bryce, CFA, is Principal and Director of Investments, and J. Searcy, SIOR, MAI, is President of Tailwind Real Estate Equities.¹

The broader team includes Principals Jeff Dillard and Stewart Henderson; Matt Olingy, Chief Financial Officer; Shawn Hessing, Senior Advisor and Chief Compliance Officer; and Erica Parten, Director of Client Services.¹

Services

Tailwind’s marketable-securities platform covers public equities, fixed income and real assets through separate accounts, institutional mutual funds and limited partnerships.¹

The firm pursues private equity and credit investments through third-party sponsors. It typically invests as a passive limited partner after conducting in-depth due diligence.¹

Through its real-estate strategy, Tailwind focuses on stabilized and value-add multifamily and industrial properties, along with selected opportunities in office, retail and hospitality. Tailwind Real Estate Equities reports deploying more than $200 million of equity in direct real-estate investments representing aggregate asset value above $1 billion, primarily in Texas and the southern United States.¹

Tailwind also pursues oil-and-gas investments in royalties, minerals and non-operated working interests. Through West Bend Energy Partners, this includes producing and non-producing mineral interests in the Permian Basin.¹

Tailwind Philanthropic Advisors provides foundation management and philanthropic strategy for ultra-high-net-worth families. Its work includes defining goals, structuring programs, investing and managing grants.¹

What the firm offers

• Philanthropy
• Private and alternative investments

Client focus

Tailwind Advisors serves families through a multi-family office model. Its investment and advisory capabilities are designed to coordinate wealth management, private-market participation, real estate, energy interests and philanthropy across generations.¹

Approach

Tailwind says it provides tailored, conflict-free solutions and uses opportunistic investing to manage risk and support long-term returns for current and successive generations.¹

Assets

The firm reports more than $1.3 billion in assets under management.¹

By the numbers

FAQs

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Sources

1. Tailwind Advisors
2. SEC Investment Adviser Public Disclosure: Tailwind Advisors

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.