Family Office
    SEC Registered
    Manages Private Funds

    Tfo Family Office Partners

    Registered investment advisor · Phoenix, Arizona · CRD #159440

    Assets Under Management
    $5B
    Client Accounts
    1,939
    Employees
    88
    CRD Number
    159440
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Tfo Family Office Partners

    TFO Family Office Partners is a financial services firm founded in 2011, offering investment advisory and wealth management services to high-net-worth families. It focuses on aligning clients' wealth with their life goals. The firm employs a team of 51-200 professionals.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Tfo Family Office Partners

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    Frequently Asked Questions

    What is Tfo Family Office Partners's AUM?

    Tfo Family Office Partners reports approximately $5B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Tfo Family Office Partners headquartered?

    Tfo Family Office Partners is headquartered in Phoenix, Arizona.

    What is Tfo Family Office Partners's CRD number?

    Tfo Family Office Partners's CRD number is 159440. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Tfo Family Office Partners manage?

    Tfo Family Office Partners manages approximately 1,939 client accounts according to its latest SEC filing.

    Is Tfo Family Office Partners SEC registered?

    Yes, Tfo Family Office Partners is registered with the SEC as an investment adviser with an approved registration status.

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