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Tranquility Partners LLC

Multifamily office listing in Brentwood, Tennessee, United States.

  • SEC-registered
Regulatory AUM
$960 million
Employees
7
Clients
51-100
SEC CRD
283478

Multi-family office and asset management firm serving multi-generational families.

Overview

Tranquility Partners LLC operates as a multi-family office and asset management firm. The firm reports that it is an SEC-registered investment adviser serving families in 26 states and the District of Columbia.1

History

The SEC lists Tranquility Partners, LLC under CRD 283478 and SEC file 801-113232, with SEC registration effective May 14, 2018.2

Leadership

Jim Baker is CEO and has more than 30 years of financial-services experience. He co-founded and led Teleion Capital LLC. John Crawford, CFA, is Principal and COO, bringing more than 25 years of operating and financial experience, including previous work as a CPA at Peat, Marwick, Mitchell & Co. (KPMG).3

April Pica is SVP of Trading and Operations and has more than 20 years of financial-services experience, including leadership of operations and settlements at Avondale Partners. Jordan M. Baker is Senior Vice President and joined Tranquility Partners in 2019 after working as a research analyst at Chickasaw Capital Management.3

Jay Baker is Vice President and previously worked at Nashville Capital Network and Stephens Inc. in healthcare investment banking. Tyler Cohen, CFP®, is Vice President and joined the firm in 2021, helping families design tax-efficient plans to grow and preserve wealth. Nathaniel Sems is Senior Associate and joined the firm in May 2024 after completing finance and capital-markets internships.3

Services

Family office services include financial strategy, consolidated reporting, risk-management analysis, wealth-transition planning, charitable initiatives, cash-flow projections, family meetings, education planning, and mentoring for younger family members.4

Investment management solutions include in-house separately managed account portfolios and coordination of estate planning, income taxes, investments, and philanthropic goals. The firm says it works collaboratively with clients’ lawyers and accountants to provide ongoing monitoring and tactical financial decision support.5

Tranquility Partners says its services are typically bundled for cost efficiency and that it seeks to reduce clients’ overall investing, custodial, and trading costs.5

What the firm offers

  • Investment management
  • Tax planning
  • Estate planning
  • Philanthropy
  • Family governance and education

Client Focus

The firm serves multi-generational families and supports family continuity through planning, education, family meetings, charitable initiatives, and guidance for younger family members.1

Approach

Tranquility Partners describes its approach as customized to each family’s goals, with an emphasis on long-term relationships, historical context, continuity, and consistency. The firm identifies integrity, faith and courage, respect, perseverance, and innovation as its operating values.6

By the numbers

Regulatory AUM by year$0K$264M$528M$792M$1.1B20182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 283478. As of .
Regulatory assets under management
YearRegulatory AUMDiscretionaryNon-discretionary
2018$101 million$86 million$15 million
2019$176 million$165 million$11 million
2020$213 million$204 million$9 million
2021$343 million$305 million$38 million
2022$458 million$420 million$38 million
2023$483 million$447 million$36 million
2025$685 million$662 million$24 million
2026$960 million$927 million$33 million
Average AUM per client by year$0K$1M$2M$3M$4M20182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 283478. Regulatory AUM divided by the client count reported in Item 5D. Client types reported as fewer than 5 are not counted, so this is approximate. As of .
Average AUM per client
YearAverage AUM per client
2018$2 million
2019$2 million
2020$2 million
2021$3 million
2022$3 million
2023$3 million
2025$3 million
2026$4 million
Clients by type (2026)Individuals151High net worth individuals103Charities2Corporations2Pension plans1
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 283478. "<5" means the firm reported fewer than 5 clients of that type. As of .
Clients by type
Client typeClients (2026)
Individuals151
High net worth individuals103
Pension plans1
Charities2
Corporations2
Employees by year0246820182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 283478. As of .
Employees reported on Form ADV
YearEmployees
20184
20195
20205
20215
20227
20237
20257
20267

Ranks #3 of 3 SEC-registered firms in TN on MultifamilyOffices.com by regulatory AUM.

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 283478. Ranking uses only firms profiled on MultifamilyOffices.com. As of .

FAQs

What type of firm is Tranquility Partners?

Tranquility Partners is a multi-family office and asset management firm serving multi-generational families.1

Is Tranquility Partners registered with the SEC?

The firm reports that it is an SEC-registered investment adviser. The SEC lists its registration as effective May 14, 2018.2

What services does Tranquility Partners provide?

Services include family office planning, consolidated reporting, risk analysis, wealth-transition planning, charitable planning, cash-flow projections, education planning, mentoring, and investment management through separately managed account portfolios.4

  • LocationMultifamily offices in Tennessee

    This Tennessee directory helps families and business owners see how multi family offices in the region may organize investment management, tax planning, estate planning, philanthropy, and family education. It provides local context for readers comparing firms that serve multiple generations and coordinate several areas of family wealth.

  • Network siteEstatePlanner.com

    EstatePlanner.com offers practical guides on wills, trusts, beneficiary choices, and related planning questions. These materials can help a family prepare for discussions about estate structures, tax planning, and transfers across generations when considering a firm that coordinates those services.

  • Network siteFamilyOffices.com

    FamilyOffices.com provides resources and community perspectives for wealthy families and single family offices. Readers can use it to learn about family governance, education, philanthropy, and investment oversight before deciding what kind of outside advisory relationship may fit their family's needs.

  • GuideOutsourced CIO vs multifamily office

    This comparison explains how an outsourced chief investment officer arrangement differs from a multi family office. A reader can use it to assess whether the family needs investment leadership alone or also wants support with tax planning, estate planning, philanthropy, governance, and family education.

  • Similar firmsSoutheastern Trust Company
    Clarity Family Office
    Steel Grove

    Profiles for Southeastern Trust Company, Clarity Family Office, and Steel Grove give readers additional firms to review alongside Tranquility Partners LLC. Comparing their stated services, client focus, and locations can help a family identify which type of relationship suits its investment, planning, governance, and education needs.

Sources

  1. Tranquility Partners
  2. SEC AdviserInfo: Tranquility Partners, LLC
  3. Tranquility Partners: Who We Are
  4. Tranquility Partners: Family Office Services
  5. Tranquility Partners: What We Do
  6. Tranquility Partners: How We Do It

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.

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