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Building 2TANNIN CAPITAL, LLC

Map pinCHARLOTTE, NC
Phone704-552-1082
NotebookSEC #801-116787
Total AUM
$824.9M
Employees
7
Clients
92

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1026 JAY STREET
SUITE B153
CHARLOTTE
NC 28208
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
704-552-1082
Other Offices
1

ReceiptFinancials

Total AUM
$824.9M
Accounts
532
Discretionary
$460.2M
Accounts
483
Non-Discretionary
$364.7M
Accounts
49

ContactClients

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Individual Clients
16
AUM
$4.8M
HNW Individual Clients
64
AUM
$130.6M
Investment Advisor Clients
1
AUM
$117M
Corporation or Business Clients
10
AUM
$44.4M
Other Clients
1
AUM
$528M
Description of Other Clients
TRUST COMPANY

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)
State Registrations
NC

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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