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5060 North 40Th Street Suite 200, Phoenix, AZ 85018 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2012-01-12 |
Branch Locations
5060 North 40Th Street Suite 200, Phoenix, AZ 85018 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tfo Family Office Partners Formerly Tfo Phoenix, Inc. | Phoenix | AZ | 12/2011 | 04/2025 |
| Tfo Family Office Partners | Phoenix | AZ | 04/2025 | Present |
(1) TFO-TDC, LLC - Registered Investment Adviser - Investment Related - 1440 Arrowhead Dr, Maumee, OH 43537-4016 -Provide investment related consulting services - Consultant - 01/01/2015 to Present - Less than 15 hours a month with less than 5 hours during securities trading hours (2) KHL Ohana, LLC - Investment Related - 1201 E. Mead Dr., Chandler, AZ 85249 - Invest in a non-public medical LLC - Member - Passive Investor - 06/17/2016 to Present - Less than 5 hours a month and 0 hours during securities trading hours (3) Marceless Group, LLC - Investment Related - Member - 1296 E. Flamingo Ct., Gilbert, AZ 85297 - Real Estate and investments in securities and other assets - 09/25/2001 to Present - Less than 5 hours a month and 0 hours during securities trading hours (4) Andrew PTC LLC - Investment Related - 100 W. Liberty St., 9th Floor, Reno, NV 89501 - Private trust company - Independent director providing oversight on management and compliance matters for the company. - 11/2011 to Present - Approximately 1-5 hours a month, during securities trading hours. (5) Andrew Family Foundation - Investment Related - 14628 John Humphrey Drive, Orland Park, IL 60462 - Private family foundation - Independent officer providing administrative and treasurer duties for the foundation. - 11/2011 to Present - Approximately 1-5 hours a month, during securities trading hours. (6)Yellow Fellow- Not Investment Related - 2487 S Gilbert Rd. ,Suite 106-500, Gilbert, AZ 85295-Real Estate Brokerage Firm - Investor - 06/2022 to Present - Duties- None - Husband is the licensed broker running the firm - 0 hours a month during securities trading hours - 0 hours/month during non-business hours. - not a client of firm - Compensation: None - Financial Interest: Indirectly own 80% of Yellow Fellow, LLC via family entity Nathaniel Holdings, LLC. (7) The Phoenix Theatre Company - Not Investment Related - 1825 N Central Ave., Phoenix, AZ 85004 - Board Member 09/2017 to Present - 0 hours a month during securities trading hours - 21 - 40 hours per month during non-business hours. (8) RightTrak, LLC, 1440 Arrowhead Drive, Maumee, OH 43537, Financial education program, Administrator and RightTrak Coach for educational videos, zero compensation, 1-5 hours per month during business hours, Firm that will provide an education platform to TFO Phoenix / TFO Life Academy clients, and prospective clients. (9)Nathaniel Holdings, LLC - Not Investment Related - 2487 S Gilbert Rd., Suite 106-500, Gilbert, AZ - Holds interest in Yellow fellow, LLC which owns a real estate brokerage firm - LLC Member - 06/2022 to present -Duties: No direct duties - Husband is the Managing Member and Broker, - 0 hours/month devoted during non-business hours - 0 hours devoted during business hours - Not a client of the firm .
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-08-09 |
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