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TFO FAMILY OFFICE PARTNERS
Legal name: TFO FAMILY OFFICE PARTNERS, LLC
CRD 159440File 801-72840
APPROVED
Retail clients
Custody
Filing as of Jun 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$5.04B
Top 25% of cohort (national)
Discretionary AUM
$5.01B
Non-discretionary $23.6M
Clients
306
1,939 accounts
Employees
88
Top 10% of cohort in AZ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Nov 8, 2011
- Principal office
- 5060 NORTH 40TH STREET, SUITE 200, PHOENIX, AZ, 85018
- Phone
- 602-466-2611
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.04B
- Discretionary AUM
- $5.01B
- Non-discretionary AUM
- $23.6M
- Discretionary accounts
- 1,927
- Non-discretionary accounts
- 12
- Total accounts
- 1,939
- AUM per client
- $16.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 61 | $69.3M |
| High net worth individuals | 231 | $4.96B |
| Individuals (other than high net worth individuals) | 14 | $9.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — PERCENTAGE OF NET WORTH
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.