Tannin Capital, LLC

RIASEC Registered

Total AUM

$825M

Discretionary

$460M

56% of AUM

Avg account

$1.6M

Accounts

532

Employees

Advisory reps

Firm details

Headquarters: Charlotte, North Carolina
CRD number: 304238
Registered since: June 14, 2019
Website: tannin.com
Custodians: U.S. BANK, N.A., RAYMOND JAMES & ASSOCIATES, INC., CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: Other64.01%
HNWI15.83%
Other Investment Advisers14.19%
Corporations / Businesses5.39%
Individuals0.58%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Tannin Capital, LLC is an independent registered investment adviser that has been SEC-registered since 2019. The firm is structured as a limited liability company owned by an individual and provides fee-based advice charged as a percentage of assets under management. Its client mix spans high-net-worth individuals and families as well as institutional and business accounts. Core services noted in regulatory filings include comprehensive financial planning and discretionary portfolio management for both individuals/small businesses and for larger business or institutional clients. The firm does not identify itself as an ESG-focused manager and is not positioned as a capital allocator to third‑party alternative fund managers.