TAILWIND ADVISORS
TAILWIND ADVISORS is a Series C+ and other fund in the US and US-Texas investing in real-estate, oil-and-gas, private-equity and credit.
- Stages
- Series C+, other
- Sectors
- real-estate, oil-and-gas, private-equity, credit
- Invests in
- US-wide, US-Texas
- Actively investing
- Yes
- Founded
- 2009
- Assets under management
- $1.7B
- Website
- tailwindadvisors.com
Check size not disclosed
Thesis
The firm emphasizes a tailored, conflict-free approach to wealth management, aiming to mitigate risk and maximize long-term returns through opportunistic investment strategies. Their investment thesis spans multiple asset classes including marketable securities (public equities, fixed income, real assets), private investments via third-party sponsors, real estate, and oil & gas. The geographic focus is primarily North America, with a strong concentration in Texas. Tailwind Advisors manages significant assets, with reported regulatory AUM exceeding $1.67 billion. Their strategy involves constructing diversified portfolios tailored to client needs, utilizing direct co-investments, SPVs, fund-of-funds, and private credit. In real estate, they focus on stabilized and value-add properties in multi-family and industrial sectors, with opportunistic plays in office, retail, and hospitality. For oil and gas, they partner with industry veterans on royalties, minerals, and non-operated working interests. The firm also integrates real-asset development arms through joint ventures.
Common questions
Does TAILWIND ADVISORS invest at the Series C+ stage?
Yes. TAILWIND ADVISORS lists Series C+ and other among the stages it invests in.
Where does TAILWIND ADVISORS invest?
TAILWIND ADVISORS invests in the US and US-Texas.