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TAILWIND ADVISORS, LLC, CRD 150081
FORT WORTH, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| STEWART ROLLINS HENDERSON | n/a | FORT WORTH, TX | 17 | 25 | n/a | no |
| ROBERT JOHNSON BATTON | Chartered Financial Analyst | FORT WORTH, TX | 17 | 17 | n/a | no |
| RICHARD JOSEPH BRYCE | Chartered Financial Analyst | FORT WORTH, TX | 3 | 16 | n/a | no |
| Logan Clark Tucker | Chartered Financial Analyst | FORT WORTH, TX | 3 | 14 | n/a | no |
| John Crockett Jurrius | n/a | FORT WORTH, TX | 3 | 10 | n/a | no |
| Erica Rae Boulware | n/a | FORT WORTH, TX | 3 | 14 | 1 | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| TAILWIND CAPITAL SERIES, LLC | Private Equity Fund | $199M | Mar 24, 2026 | 20 | Mar 27, 2024 | reported | n/a |
| TAILWIND WEST BEND, LLC | Private Equity Fund | $67.5M | Mar 24, 2026 | 24 | Mar 6, 2019 | reported | n/a |
| WEST BEND ENERGY PARTNERS III, LLC | Private Equity Fund | $58.7M | Mar 24, 2026 | 10 | Mar 29, 2021 | reported | n/a |
| TREE OPPORTUNITIES SERIES, LLC | Private Equity Fund | $57.9M | Mar 24, 2026 | 20 | Mar 27, 2024 | reported | n/a |
| WEST BEND ENERGY PARTNERS IV, LLC | Private Equity Fund | $31.2M | Mar 24, 2026 | 17 | Mar 27, 2024 | reported | n/a |
| WEST BEND ENERGY PARTNERS II, LLC | Private Equity Fund | $12.0M | Mar 27, 2024 | 1 | Mar 28, 2023 | dropped | n/a |
| WEST BEND ENERGY PARTNERS V, LLC | n/a | $9.9M | Mar 24, 2026 | 14 | Mar 24, 2026 | reported | n/a |
| TAILWIND AEROSPACE, L.P. | Private Equity Fund | $292,000 | Sep 27, 2021 | 37 | Mar 6, 2019 | dropped | n/a |
| TAILWIND OIL AND GAS FUND, L.P. | Private Equity Fund | $175,000 | Sep 27, 2021 | 40 | Mar 23, 2018 | dropped | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BATTON, ROBERT, JOHNSON | INVESTMENT UNITS HOLDER | Na | yes | 12/2014 | Mar 24, 2026 | Mar 24, 2026 |
| BRYCE, RICHARD, JOSEPH | INVESTMENT UNITS HOLDER | Na | yes | 01/2021 | Mar 24, 2026 | Mar 24, 2026 |
| DILLARD, JEFFREY, RUGELEY | Member | D | yes | 01/2009 | Mar 24, 2026 | Mar 24, 2026 |
| HENDERSON, STEWART, ROLLINS | INVESTMENT UNITS HOLDER | Na | yes | 03/2009 | Mar 24, 2026 | Mar 24, 2026 |
| HESSING, SHAWN, GAYLORD | CHIEF COMPLIANCE OFFICER | Na | yes | 03/2018 | Mar 24, 2026 | Mar 24, 2026 |
| TAILWIND COINVEST, LP | Member | C | yes | 03/2014 | Mar 24, 2026 | Mar 24, 2026 |
| BATTON, ROBERT, JOHNSON | Member | C | yes | 03/2014 | Mar 11, 2015 | Mar 27, 2024 |
| BATTON, ROBERT, JOHNSON | LIMITED PARTNER | D | yes | 03/2014 | Mar 11, 2015 | Mar 27, 2024 |
| BRYCE, RICHARD, JOSEPH | LIMITED PARTNER | C | yes | 01/2021 | Mar 29, 2021 | Mar 27, 2024 |
| DILLARD, JEFFREY, RUGELEY | Member | C | yes | 03/2014 | Mar 30, 2012 | Mar 27, 2024 |
| HENDERSON, STEWART, ROLLINS | LIMITED PARTNER | D | yes | 03/2014 | Mar 30, 2012 | Mar 27, 2024 |
| HENDERSON, STEWART, ROLLINS | Member | C | yes | 03/2014 | Mar 30, 2012 | Mar 27, 2024 |
| TAILWIND PARTNERS GP, LLC | GENERAL PARTNER | F | yes | 03/2014 | Mar 6, 2019 | Mar 27, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| TAILWIND FAMILY SERVICES, LLC | n/a | n/a | n/a | N | yes | n/a |
| TAILWIND MINERAL MANAGER, LLC | n/a | n/a | n/a | N | yes | n/a |
| TAILWIND PHILANTHROPIC ADVISORS, LLC | n/a | n/a | n/a | N | yes | n/a |
| TAILWIND PHILANTHROPIC ADVISORY SERVICES, LLC | n/a | n/a | n/a | N | yes | n/a |
| TAILWIND REAL ESTATE EQUITIES, LLC | n/a | n/a | n/a | Y | no | n/a |
| TAILWIND ROYALTIES GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| TREE OPPORTUNITIES GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 24, 2026 | $1.7B | $164M | 12 | 5 | 0 | 6 | n/a |
| 2024 | Mar 27, 2025 | $1.6B | $147M | 13 | 5 | 0 | 5 | n/a |
| 2023 | Mar 27, 2024 | $1.5B | $133M | 15 | 5 | 0 | 6 | $359M |
| 2022 | Mar 28, 2023 | $1.4B | $129M | 15 | 5 | 0 | 3 | $129M |
| 2021 | Mar 31, 2022 | $1.2B | $56.2M | 14 | 6 | 0 | 2 | $56.2M |
| 2020 | Mar 29, 2021 | $1.1B | $61.7M | 12 | 5 | 0 | 4 | $61.5M |
| 2019 | Feb 26, 2020 | $1.3B | $187M | 12 | 6 | 0 | 3 | $186M |
| 2018 | Mar 6, 2019 | $1.0B | $81.7M | 9 | 4 | 0 | 3 | $81.7M |
| 2017 | Mar 23, 2018 | $1.2B | $1.2M | 9 | 4 | 0 | 1 | $1.2M |
| 2016 | Mar 17, 2017 | $976M | $5.8M | 8 | 3 | n/a | n/a | n/a |
| 2015 | Mar 28, 2016 | $978M | $7.3M | 8 | 3 | n/a | n/a | n/a |
| 2014 | Mar 11, 2015 | $873M | $8.5M | 8 | 3 | n/a | n/a | n/a |
| 2013 | Mar 31, 2014 | $904M | $21.5M | 11 | 6 | n/a | n/a | n/a |
| 2012 | Mar 28, 2013 | $542M | $0 | 11 | 6 | n/a | n/a | n/a |
| 2011 | Mar 30, 2012 | $484M | $0 | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $1.7B | $1.6B | 7.6% | $1.4B | 6.0% | 12 | 13 | 0 | 0 |