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| Lloyd Tevis Investments LLC
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| |
|---|---|
| CRD # | 323061 |
| SEC # | 801-126660 |
| CIK # | |
| AUM | $0.3 MM (2024-03-20) |
| Employees | 4 (25% Investors, 0% Brokers) |
| Phone | 415-237-1895 |
| Address | 3658 Mt Diablo Blvd, Suite 201 Lafayette, CA 94549 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($1000's) |
|---|
| AUM Breakdown | Accounts | AUM ($1000's) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 297.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3 | 297.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 3 | 297.0 |
| Total | 3 | 297.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 297.0 | |
| Total | 3 | 297.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Coherence Finance Inc
✚
|
IL | 0.0 |
|
Focused Trading and Investments Inc
✚
|
NC | 0.0 |
|
Socialtraderai Inc
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|
DE | 0.0 |
|
Factorwave Inc
✚
|
IL | 0.0 |
|
Technical Management Group Inc
✚
|
OR | 0.0 |
|
401Harmony LLC
✚
|
TX | 0.0 |
|
Buckingham Asset Management Inc
✚
|
MO | 0.0 |
|
LBS Capital Management Inc
✚
|
FL | 0.0 |
|
Capital Planning Corp
✚
|
WA | 0.0 |
|
Southwest Strategies
✚
|
TX | 0.0 |