Tailwind Management Lp
SEC-registered
Private Fund Manager · Mid-sized ($1B–$10B)
CRD 156562
· SEC file 801-73545
· New York, NY
· WWW.TAILWINDCAPITAL.COM
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ADV data as of Mar 31, 2026
- Regulatory AUM
- $5.4B
- Discretionary
- $5.4B
- Clients
- 22
- Avg AUM / client
- $246M
- Accounts
- 22
- Employees
- 29
AUM over time
$763M
$5.4B
Dec 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 22 | $5.4B | 100.0% |
Private funds (18)
View all →Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $3.9B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Tailwind Capital Partners Iii, L.P. master | Private Equity Fund | Delaware | $1.6B | 211 |
| Tailwind Capital Partners Ii, L.P. | Private Equity Fund | Delaware | $541M | 124 |
| Tailwind Capital Partners Iii (Cayman), L.P. master | Private Equity Fund | Cayman Islands | $450M | 33 |
| Tailwind Capital Partners Iv, L.P. | Private Equity Fund | Delaware | $252M | 50 |
| Tcp Iii Siv, L.P. | Private Equity Fund | Delaware | $201M | 2 |
| Tailwind Smith Cooper Investor, Lp | Private Equity Fund | Delaware | $184M | 11 |
| Tailwind Tprc Investor, Lp | Private Equity Fund | Delaware | $160M | 28 |
| Tailwind Capital Partners Iii Aiv, L.P. | Private Equity Fund | Cayman Islands | $112M | 209 |
| Tailwind Capital Partners Ii (Cayman), L.P. | Private Equity Fund | Cayman Islands | $75.2M | 10 |
| Tcp Ii Co Invest A, Lp | Private Equity Fund | Delaware | $66.7M | 2 |
| Tcp Ii Co Invest B, Lp | Private Equity Fund | Delaware | $66.7M | 2 |
| Tailwind Distinct Investor, Lp | Private Equity Fund | Delaware | $49.7M | 7 |
| Tailwind Metrogistics Investor, Lp | Private Equity Fund | Delaware | $45.2M | 8 |
| Tailwind Brightspot Investor, L.P. | Private Equity Fund | Delaware | $21.5M | 9 |
| Tailwind Colony Investor, Lp | Private Equity Fund | Delaware | $17.8M | 4 |
People (10)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Hoch, James, Stevenson | Partner | Nov 2005 (21y) | Less than 5% | |
| Sorrel, Lawrence, Brian | Managing Partner | Nov 2005 (21y) | Less than 5% | |
| Sica, Frank, Vincent | Partner | Jul 2006 (20y) | Less than 5% | |
| Calhoun, Jeffrey, Michael | Managing Partner | Oct 2013 (13y) | Less than 5% | |
| Gorton, David, Sanders | Partner | Jan 2018 (9y) | 5% – 10% | |
| Mayer, Andrew, Rockwell | Partner | Jan 2019 (8y) | 5% – 10% | |
| Bertisch, Michael, Scott | General Counsel / Partner / Cco | Mar 2019 (7y) | Less than 5% | |
| Mohsin, Syed | Partner / Cfo | Jan 2020 (7y) | Less than 5% | |
| Fleder, William, Aaron | Partner | Jan 2021 (6y) | 5% – 10% | |
| Bise, Daniel, Jason | Partner | Mar 2021 (5y) | 5% – 10% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Tailwind Management Lower Tier Holdings Lp | Partner | Oct 2021 | A | 50% – 75% |
| Tailwind Capital Group Llc | General Partner | Nov 2005 | A | Less than 5% |
| Tailwind Management Upper Tier Holdings Lp | Partner | Oct 2021 | B | ≈ 37.5% – 75% via Tailwind Management Lower Tier Holdings Lp |
| Tailwind Capital Group Holdings Llc | General Partner | Dec 2021 | B | GP / trustee / elected manager of Tailwind Management Lower Tier Holdings Lp (indirect) |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Tailwind Management Upper Tier Holdings Lp: 75% – 100% of Tailwind Management Lower Tier Holdings Lp × 50% – 75% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (18, $3.9B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Tailwind Capital Partners Iii, L.P. | Private Equity Fund | $1.6B | $250K | 211 |
| Tailwind Capital Partners Ii, L.P. | Private Equity Fund | $541M | $200K | 124 |
| Tailwind Capital Partners Iii (Cayman), L.P. | Private Equity Fund | $450M | $250K | 33 |
| Tailwind Capital Partners Iv, L.P. | Private Equity Fund | $252M | $250K | 50 |
| Tcp Iii Siv, L.P. | Private Equity Fund | $201M | $30.0M | 2 |
| Tailwind Smith Cooper Investor, Lp | Private Equity Fund | $184M | $204K | 11 |
| Tailwind Tprc Investor, Lp | Private Equity Fund | $160M | $756K | 28 |
| Tailwind Capital Partners Iii Aiv, L.P. | Private Equity Fund | $112M | $250K | 209 |
| Tailwind Capital Partners Ii (Cayman), L.P. | Private Equity Fund | $75.2M | $1.0M | 10 |
| Tcp Ii Co Invest A, Lp | Private Equity Fund | $66.7M | $50.0M | 2 |
| Tcp Ii Co Invest B, Lp | Private Equity Fund | $66.7M | $50.0M | 2 |
| Tailwind Distinct Investor, Lp | Private Equity Fund | $49.7M | $1.0M | 7 |
| Tailwind Metrogistics Investor, Lp | Private Equity Fund | $45.2M | $187K | 8 |
| Tailwind Brightspot Investor, L.P. | Private Equity Fund | $21.5M | $500K | 9 |
| Tailwind Colony Investor, Lp | Private Equity Fund | $17.8M | $1.0M | 4 |
| Tailwind Capital Partners Iv (Parallel), L.P. | Private Equity Fund | $13.0M | $250K | 5 |
| Tailwind Ventiv Investor, Lp | Private Equity Fund | $6.6M | $3.0M | 7 |
| Tailwind Capital Partners Ii (Ai), L.P. | Private Equity Fund | $2.6M | $100K | 10 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 5.26 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • FOR EXAMPLE: MONITORING, ADVISORY AND DIRECTORS' FEES
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗