TUVAK INVESTMENTS LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MCLEAN, Virginia
CRD number
336216

Firm profile

FINTRX

Overview

Tuvak Investments LLC is a small, manager-owned limited liability company that acts as sponsor and general partner for pooled investment vehicles. The firm’s public profile centers on running a single private investment vehicle rather than servicing a broad advisory client base. It is classified as an unclassified adviser with a domestic individual ownership structure and does not identify as an active ESG investor or a multi-state adviser. Given the firm’s role as sponsor, GP and managing member, its activities are concentrated on fund formation, portfolio management and operational oversight of that pooled vehicle. The reported footprint suggests Tuvak operates as a direct manager and capital provider to its fund rather than as a retail-facing or intermediary advisory firm.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • NILADRI KANSARI

    Founder & PrincipalCRD 5354732

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MCLEAN, VA

FAIRFAX

Location

MCLEAN, VA

Headquartered in MCLEAN, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
FAIRFAX
Address
7918 Jones Br
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth