TALLWOODS PARTNERS, LLC

RIASEC RegisteredEst. 2014

Total AUM

$569M

Discretionary

$157M

28% of AUM

Avg account

$28.5M

Accounts

Employees

Advisory reps

Firm details

Headquarters: CHICAGO, Illinois
CRD number: 168865
Registered since: January 6, 2014
Website: tallwoods.com
Custodians: JOHNSON FINANCIAL GROUP LLC DB JFG FAMILY OFFICE
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI80.76%
Charitable Organizations19.24%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Tallwoods Partners, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2014. The firm serves individual and family clients and describes itself as a capital allocator, meaning it deploys client capital into third‑party managers and external funds as part of its investment program. Advisory services include financial planning and portfolio management for individuals, small businesses, and business or institutional clients. Fee arrangements include a percentage-of-AUM component, fixed fees, and performance‑based fees. The firm identifies as an active ESG investor.