Tavira Financial

Overview

Tavira Financial is an SEC-registered institutional registered investment adviser that began registration in 2021 and is organized as a corporation with ownership described as a combination of a foreign entity and an individual. The firm serves institutional clients and provides portfolio management for pooled investment vehicles as well as portfolio management for businesses and institutions. Its commercial activities extend beyond advisory work: Tavira Financial is also active as a broker-dealer and operates in futures/commodities markets as a CPO/CTA and a futures commission merchant. The firm charges a mix of percentage-of-AUM and performance-based fees, which aligns with its involvement in pooled and alternative strategies. Tavira Financial is not identified as an active ESG investor and is not listed as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices