TAVERIK CAPITAL, LLC

RIASEC RegisteredEst. 2019

Total AUM

$97.5M

Discretionary

$97.4M

100% of AUM

Avg account

$787K

Accounts

124

Employees

Advisory reps

Firm details

Headquarters: GREENVILLE, South Carolina
CRD number: 156594
Registered since: July 25, 2019
Website: taverik.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Pooled Investment Vehicles74.63%
Individuals20.19%
HNWI5.02%
Charitable Organizations0.16%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Taverik Capital, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2019. The firm is owned by an individual and serves a mixed client base of individuals and families as well as institutional clients. Its advisory services include financial planning and portfolio management for individuals, small businesses, pooled investment vehicles, and institutions. Fee arrangements are flexible and include percentage-of-AUM billing, fixed fees, and performance-based fees. The firm is not identified as an active ESG investor and does not present itself as a multi-state adviser. Taverik also has operational ties to the insurance and real estate industries and functions as a sponsor/GP/managing member for pooled investment vehicles.