|
⚲
|
| TABR Capital Management LLC
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|
|
|---|---|
| CRD # | 129959 |
| SEC # | 801-62650 |
| CIK # | 0001805603 |
| AUM | $231.2 M (2025-03-07) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 714-704-9180 |
| Address | 500 N State College Blvd Orange, CA 92868 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Tesla Motors Inc | 2.1 | ||
| Nvidia Corp | 1.8 | ||
| Apple Inc | 1.3 | ||
| Lilly Eli & Co | 1.1 | ||
| Costco Wholesale Corp /NEW | 0.5 | ||
| Parker Hannifin Corp | 0.4 | ||
| Broadcom Inc | 0.4 | ||
| Amazon Com Inc | 0.4 | ||
| Netflix Inc | 0.4 | ||
| Microsoft Corp | 0.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 144 | 56.8 |
| (b) Individuals (high net worth individuals) | 82 | 168.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 12 | 5.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 699 | 231.2 |
| By Discretionary | ||
| Discretionary | 699 | 231.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 699 | 231.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 230.8 | |
| Total | 699 | 231.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001805603] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Integras Partners LLC
✚
|
GA | 0.2 |
|
Impactfolio LLC
✚
|
CO | 0.2 |
|
Fisher & Wiens Wealth Management LLC
✚
|
CA | 0.2 |
|
Fingerlakes Wealth Management Inc
✚
|
NY | 0.2 |
|
Vermillion & White Wealth Management Group LLC
✚
|
PA | 0.2 |
|
Global Wealth Management LLC
✚
|
NJ | 0.2 |
|
DB & C Advisors LLC
✚
|
MI | 0.2 |
|
KOA Wealth Management LLC
✚
|
0.2 | |
|
Ryan & Hoppe Investment Management LLC
✚
|
MN | 0.2 |
|
Iwealth Financial LLC
✚
|
MN | 0.2 |