TAVIRA FINANCIAL
Firm details
- Headquarters
- london england,
- CRD number
- 299666
- Registered since
- December 6, 2021
- Website
- tavira.group
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Tavira Financial is a corporation that operates in the financial services sector, focusing on providing investment management and advisory services primarily to institutional clients. The firm is registered with the SEC as of 2021 and engages in a variety of business activities, including acting as a broker-dealer, commodity pool operator (CPO), and futures commission merchant. Tavira Financial employs a fee structure that includes a percentage of assets under management (AUM) and performance-based fees, aligning the firm's interests with those of its clients. While the firm does not actively pursue ESG (Environmental, Social, and Governance) investments, it has carved out a niche in managing pooled investment vehicles and offering portfolio management services for businesses and institutions.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2Simon Mason
Chief Compliance OfficerCRD 7054619
Patrick Fietje
CEOCRD 7054618
Contacts
1 of 1Andrew Webster
Senior Manager, FinanceCRD 7381969
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
london england, null
Location
london england, null
Headquartered in london england, null.
- Address
- 88 Wood St
- Office locations
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