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| TABR Capital Management LLC
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|---|---|
| CRD # | 129959 |
| SEC # | 801-62650 |
| CIK # | 0001805603 |
| AUM | 241.2 M (2026-03-26) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 714-704-9180 |
| Address | 500 N State College Blvd Orange, CA 92868 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Tesla Motors Inc | 2.2 | ||
| Nvidia Corp | 1.9 | ||
| Lilly Eli & Co | 1.3 | ||
| Apple Inc | 1.3 | ||
| Parker Hannifin Corp | 0.8 | ||
| Broadcom Inc | 0.4 | ||
| Alphabet Inc | 0.4 | ||
| Ciena Corp | 0.4 | ||
| Amazon Com Inc | 0.3 | ||
| Comfort Systems USA Inc | 0.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 133 | 44.7 |
| (b) Individuals (high net worth individuals) | 90 | 190.5 |
| (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 | 11 | 5.7 |
| (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 | 1 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 713 | 241.2 |
| By Discretionary | ||
| Discretionary | 713 | 241.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 713 | 241.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 240.9 | |
| Total | 713 | 241.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001805603] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1 (1 non-US) |
| Serves | Institutional, Retail |
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|---|---|---|
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