Tallwoods Partners, LLC
Tallwoods Partners, LLC is an SEC-registered ria in Chicago, IL with $569.4M assets under management (AUM, regulatory AUM), +83% over one year. See who owns Tallwoods Partners, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 168865, SEC 801-78525, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $569.4M (2026-03-31)
- Firm type
- Ria
- Location
- Chicago, IL
- Employees
- 2
- Clients
- 8
- CRD
- 168865
- Ownership
- RESNICK, MICHAEL, SETH; PEVNICK, BRANDON, GARRETT; VALLEY PATH PARTNERS LLC; MORGENTHAL, LAWRENCE, ROSS; BLOOM, STEVEN, HARRIS
How much AUM does Tallwoods Partners, LLC have?
Tallwoods Partners, LLC reported $569.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Tallwoods Partners, LLC?
Disclosed owners and executives of Tallwoods Partners, LLC include RESNICK, MICHAEL, SETH, PEVNICK, BRANDON, GARRETT, VALLEY PATH PARTNERS LLC, MORGENTHAL, LAWRENCE, ROSS, BLOOM, STEVEN, HARRIS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.