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Building 2TAVERIK CAPITAL, LLC

Map pinGREENVILLE, SC
Phone864-967-9838
NotebookSEC #801-117029
Total AUM
$97.5M
Employees
10
Clients
122

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
220 N. MAIN STREET
SUITE 500
GREENVILLE
SC 29601
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
864-967-9838

ReceiptFinancials

Total AUM
$97.5M
Accounts
124
Discretionary
$97.4M
Accounts
121
Non-Discretionary
$153.4K
Accounts
3

ContactClients

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Individual Clients
114
AUM
$19.7M
HNW Individual Clients
3
AUM
$4.9M
Pooled Vehicle Clients
4
AUM
$72.8M
Charitable Organization Clients
1
AUM
$153.4K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
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Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALCAGANCSCWI

HandshakeAffiliates

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Affiliates
Reported 9 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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