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TAILWATER CAPITAL

DALLAS, TX · CRD 167240 · IAPD ↗ · tailwatercapital.com · 214-269-1183

$3.97BRegulatory AUM
27Advisory reps
46Employees
0Clients
n/aPlanning clients
19Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2025 — TAILWATER CAPITAL added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
April 2025 — TAILWATER CAPITAL grew from 22 to 27 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.