RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Nov 17, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BLOOM, STEVEN, HARRISIMANAGING DIRECTORNA Control
BLOOM, STEVEN, HARRISIMANAGING DIRECTORNA Control
MORGENTHAL, LAWRENCE, ROSSIMANAGING DIRECTORNA Control
MORGENTHAL, LAWRENCE, ROSSIMANAGING DIRECTORNA Control
MORGENTHAL, LAWRENCE, ROSSIMANAGING DIRECTORNA Control
MORGENTHAL, LAWRENCE, ROSSIMANAGING DIRECTORNA Control
MORGENTHAL, LAWRENCE, ROSSIMANAGING DIRECTORNA Control
MORGENTHAL, LAWRENCE, ROSSIMANAGING DIRECTORNA Control
PEVNICK, BRANDON, GARRETTIDIRECTORNA Control
PEVNICK, BRANDON, GARRETTIDIRECTORNA Control
RESNICK, MICHAEL, SETHIMANAGING DIRECTORNA Control
RESNICK, MICHAEL, SETHIMANAGING DIRECTORNA Control
RESNICK, MICHAEL, SETHICHIEF COMPLIANCE OFFICER/ MANAGING DIRECTORNA Control
RESNICK, MICHAEL, SETHIMANAGING DIRECTORNA Control
RESNICK, MICHAEL, SETHICHIEF COMPLIANCE OFFICER/ MANAGING DIRECTORNA Control
RESNICK, MICHAEL, SETHICHIEF COMPLIANCE OFFICER/ MANAGING DIRECTORNA Control
RESNICK, MICHAEL, SETHICHIEF COMPLIANCE OFFICER/ MANAGING DIRECTORNA Control
RESNICK, MICHAEL, SETHICHIEF COMPLIANCE OFFICER/ MANAGING DIRECTORNA Control
RESNICK, MICHAEL, SETHICHIEF COMPLIANCE OFFICER/ MANAGING DIRECTORNA Control
RESNICK, MICHAEL, SETHICHIEF COMPLIANCE OFFICER/ MANAGING DIRECTORNA Control
RESNICK, MICHAEL, SETHICHIEF COMPLIANCE OFFICER/ MANAGING DIRECTORNA Control
RESNICK, MICHAEL, SETHICHIEF COMPLIANCE OFFICER/ MANAGING DIRECTORE Control
RESNICK, MICHAEL, SETHICHIEF COMPLIANCE OFFICER/ MANAGING DIRECTORE Control
RESNICK, MICHAEL, SETHICHIEF COMPLIANCE OFFICER/ MANAGING DIRECTORE Control
RESNICK, MICHAEL, SETHICHIEF COMPLIANCE OFFICER/ MANAGING DIRECTORE Control
RESNICK, MICHAEL, SETHICHIEF COMPLIANCE OFFICER/ MANAGING DIRECTORE Control
RESNICK, MICHAEL, SETHICHIEF COMPLIANCE OFFICER/ MANAGING DIRECTORE Control
RESNICK, MICHAEL, SETHICHIEF COMPLIANCE OFFICER/ MANAGING DIRECTORE Control
RESNICK, MICHAEL, SETHICHIEF COMPLIANCE OFFICER/ MANAGING DIRECTORE Control
RESNICK, MICHAEL, SETHICHIEF COMPLIANCE OFFICER/ MANAGING DIRECTORE Control
RESNICK, MICHAEL, SETHICHIEF COMPLIANCE OFFICER/ MANAGING DIRECTORE Control
RESNICK, MICHAEL, SETHICHIEF COMPLIANCE OFFICER/ MANAGING DIRECTORE Control
VALLEY PATH PARTNERS LLCDEMEMBERE Control
VALLEY PATH PARTNERS LLCDEMEMBERE Control
VALLEY PATH PARTNERS LLCDEMEMBERE Control
VALLEY PATH PARTNERS LLCDEMEMBERE Control
VALLEY PATH PARTNERS LLCDEMEMBERE Control
VALLEY PATH PARTNERS LLCDEMEMBERE Control
VALLEY PATH PARTNERS LLCDEMEMBERE Control
VALLEY PATH PARTNERS LLCDEMEMBERE Control
VALLEY PATH PARTNERS LLCDEMEMBERE Control
VALLEY PATH PARTNERS LLCDEMEMBERE Control
VALLEY PATH PARTNERS LLCDEMEMBERE Control
VALLEY PATH PARTNERS LLCDEMEMBERE Control
VALLEY PATH PARTNERS LLCDEMEMBERE Control
VALLEY PATH PARTNERS LLCDEMEMBERE Control
BLOOM, STEVEN, HARRISIMEMBERB Control
TOGNERI, LISA, ANNICHIEF COMPLIANCE OFFICER/ MANAGING DIRECTOR/ MEMBERA Control
TOGNERI, LISA, ANNICHIEF COMPLIANCE OFFICER/ MANAGING DIRECTOR/ MEMBERA Control
TOGNERI, LISA, ANNIMANAGING DIRECTORA
TOGNERI, LISA, ANNICHIEF COMPLIANCE OFFICER/ MANAGING DIRECTOR/ MEMBERA Control
TOGNERI, LISA, ANNIMANAGING DIRECTORA
TOGNERI, LISA, ANNIMANAGING DIRECTORA

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
RESNICK, MICHAEL, SETHIVALLEY PATH PARTNERS LLCE Control
RESNICK, MICHAEL, SETHIVALLEY PATH PARTNERS LLCE Control
RESNICK, MICHAEL, SETHIVALLEY PATH PARTNERS LLCE Control
MORGENTHAL, LAWRENCE, ROSSIVALLEY PATH PARTNERS LLCD Control
MORGENTHAL, LAWRENCE, ROSSIVALLEY PATH PARTNERS LLCD Control
MORGENTHAL, LAWRENCE, ROSSIVALLEY PATH PARTNERS LLCD Control
MORGENTHAL, LAWRENCE, ROSSIVALLEY PATH PARTNERS LLCD Control
RESNICK, MICHAEL, SETHIVALLEY PATH PARTNERS LLCD Control
RESNICK, MICHAEL, SETHIVALLEY PATH PARTNERS LLCD Control
RESNICK, MICHAEL, SETHIVALLEY PATH PARTNERS LLCD Control
RESNICK, MICHAEL, SETHIVALLEY PATH PARTNERS LLCD Control
RESNICK, MICHAEL, SETHIVALLEY PATH PARTNERS LLCD Control
RESNICK, MICHAEL, SETHIVALLEY PATH PARTNERS LLCD Control
BLOOM, STEVEN, HARRISIVALLEY PATH PARTNERS LLCC Control
BLOOM, STEVEN, HARRISIVALLEY PATH PARTNERS LLCC Control
MORGENTHAL, LAWRENCE, ROSSIVALLEY PATH PARTNERS LLCC Control
MORGENTHAL, LAWRENCE, ROSSIVALLEY PATH PARTNERS LLCC Control
RESNICK, MICHAEL, SETHIVALLEY PATH PARTNERS LLCC Control
RESNICK, MICHAEL, SETHIVALLEY PATH PARTNERS LLCC Control

Registrations

Federal

IA
Nov 17, 2025 REGISTERED

Notice Filings (3)

IL NY OR

Address

15 W HUBBARD ST
SUITE 500
CHICAGO, IL 60654
United States
Phone: 312-283-3697