TALLWOODS PARTNERS, LLC
CRD #168865 SEC #801-78525 CHICAGO, IL 312-283-3697
SEC Registered
Total AUM
$310.7M
Discretionary
$19.8M
Employees
2
Clients
0
Accounts
10
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $310.7M | $19.8M | $290.9M | 2 | 2 |
| May 2025 | $310.7M | $19.8M | $290.9M | 2 | 2 |
| Mar 2025 | $310.7M | $19.8M | $290.9M | 2 | 2 |
| Mar 2024 | $247.8M | $22.2M | $225.6M | 2 | 2 |
| Mar 2023 | $242.5M | $61M | $181.6M | 2 | 2 |
| Mar 2022 | $266.1M | $93.1M | $173M | 1 | 1 |
| Apr 2021 | $218.2M | $83.2M | $135M | 2 | 1 |
| Sep 2020 | $199.6M | $72.8M | $126.8M | 2 | 0 |
| Sep 2020 | $199.6M | $72.8M | $126.8M | 2 | 0 |
| Jun 2020 | $199.6M | $72.8M | $126.8M | 1 | 0 |
| Mar 2020 | $199.6M | $72.8M | $126.8M | 1 | 0 |
| Dec 2019 | $183.1M | $65.6M | $117.5M | 1 | 0 |
| Mar 2019 | $183.1M | $65.6M | $117.5M | 1 | 0 |
| Mar 2018 | $94.3M | $70.1M | $24.2M | 1 | 0 |
| Dec 2017 | $103.7M | $69.6M | $34.1M | 1 | 0 |
| Mar 2017 | $61.2M | $59.2M | $2M | 1 | 11 |
| Mar 2016 | $200.2M | $78M | $122.2M | 4 | 11 |
| Jan 2016 | $31.2M | $28.7M | $2.5M | 4 | 11 |
| Mar 2015 | $31.2M | $28.7M | $2.5M | 4 | 11 |
| Jan 2015 | $100.2M | $98.9M | $1.3M | 4 | 1 |
| Jan 2014 | $100.2M | $98.9M | $1.3M | 4 | 1 |
| Aug 2013 | $0 | $0 | $0 | 3 | 0 |
DateNov 2025
Total AUM$310.7M
Discretionary$19.8M
Non-Disc.$290.9M
Employees2
Clients2
DateMay 2025
Total AUM$310.7M
Discretionary$19.8M
Non-Disc.$290.9M
Employees2
Clients2
DateMar 2025
Total AUM$310.7M
Discretionary$19.8M
Non-Disc.$290.9M
Employees2
Clients2
DateMar 2024
Total AUM$247.8M
Discretionary$22.2M
Non-Disc.$225.6M
Employees2
Clients2
DateMar 2023
Total AUM$242.5M
Discretionary$61M
Non-Disc.$181.6M
Employees2
Clients2
DateMar 2022
Total AUM$266.1M
Discretionary$93.1M
Non-Disc.$173M
Employees1
Clients1
DateApr 2021
Total AUM$218.2M
Discretionary$83.2M
Non-Disc.$135M
Employees2
Clients1
DateSep 2020
Total AUM$199.6M
Discretionary$72.8M
Non-Disc.$126.8M
Employees2
Clients0
DateSep 2020
Total AUM$199.6M
Discretionary$72.8M
Non-Disc.$126.8M
Employees2
Clients0
DateJun 2020
Total AUM$199.6M
Discretionary$72.8M
Non-Disc.$126.8M
Employees1
Clients0
DateMar 2020
Total AUM$199.6M
Discretionary$72.8M
Non-Disc.$126.8M
Employees1
Clients0
DateDec 2019
Total AUM$183.1M
Discretionary$65.6M
Non-Disc.$117.5M
Employees1
Clients0
DateMar 2019
Total AUM$183.1M
Discretionary$65.6M
Non-Disc.$117.5M
Employees1
Clients0
DateMar 2018
Total AUM$94.3M
Discretionary$70.1M
Non-Disc.$24.2M
Employees1
Clients0
DateDec 2017
Total AUM$103.7M
Discretionary$69.6M
Non-Disc.$34.1M
Employees1
Clients0
DateMar 2017
Total AUM$61.2M
Discretionary$59.2M
Non-Disc.$2M
Employees1
Clients11
DateMar 2016
Total AUM$200.2M
Discretionary$78M
Non-Disc.$122.2M
Employees4
Clients11
DateJan 2016
Total AUM$31.2M
Discretionary$28.7M
Non-Disc.$2.5M
Employees4
Clients11
DateMar 2015
Total AUM$31.2M
Discretionary$28.7M
Non-Disc.$2.5M
Employees4
Clients11
DateJan 2015
Total AUM$100.2M
Discretionary$98.9M
Non-Disc.$1.3M
Employees4
Clients1
DateJan 2014
Total AUM$100.2M
Discretionary$98.9M
Non-Disc.$1.3M
Employees4
Clients1
DateAug 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0