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Tfo Family Office Partners CRD 159440
$5.04B regulatory AUM 14 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5060 North 40Th Street Suite 200, Phoenix, AZ 85018 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-14 |
| 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 | 11/2011 | 12/2025 |
| Tfo Family Office Partners Formerly Tfo Phoenix, Inc. | Phoenix | AZ | 01/2022 | Present |
(1) Southwest Autism Research and Resource Center, 2225 N. 16th St., Phoenix, AZ 85006, non-profit that focuses on helping those with Autism, Member of Professional Advisory Council, 1-5 hours during non-business hours, 0 hours during business hours. (2) Delta Dawn, LLC, Not Investment-related; 621 E. Nicolet Ave, Phoenix, AZ 85020; Nature of business - Holding company to receive partnership distributions and / or capital. Position held - Owner and Manager; Start date - 8/27/2025; Hours worked per month - 0; Hours worked during security trading hours - 0.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-07-19 |
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