|
⚲
|
| Keyboard |
| Tanager Wealth Management LLP
✚
|
|
|---|---|
| CRD # | 166084 |
| SEC # | 801-77494 |
| CIK # | 0001892929 |
| AUM | 1,604.4 M (2026-03-24) |
| Employees | 45 (31% Investors, 0% Brokers) |
| Phone | 02039656330 |
| Address | 7th Floor, East Wing London, United Kingdom |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 34.7 | ||
| Apple Inc | 20.2 | ||
| Microsoft Corp | 16.3 | ||
| Alphabet Inc | 9.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 401 | 171.4 |
| (b) Individuals (high net worth individuals) | 348 | 979.3 |
| (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 | 1 | 58.1 |
| (h) Charitable organizations | 1 | 5.5 |
| (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 | 166 | 45.0 |
| Total | 2,682 | 1,259.4 |
| By Discretionary | ||
| Discretionary | 2,489 | 1,108.6 |
| Non-Discretionary | 193 | 150.7 |
| Total | 2,682 | 1,259.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 115.4 | |
| United States Persons | 1,143.9 | |
| Total | 2,682 | 1,259.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001892929] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 1 (82 non-US) |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Islandbridge Capital Limited
✚
|
1,617.4 M | |
|
Global Strategic Investment Solutions LLC
✚
|
AZ | 1,609.5 M |
|
NBT Capital Management Inc
✚
|
NY | 1,608.5 M |
|
Bouchey Financial Group Ltd
✚
|
NY | 1,606.5 M |
|
Linden Global Strategies LLC
✚
|
NY | 1,602.9 M |
|
New Advisory Services LLC
✚
|
WI | 1,602.0 M |
|
Naviter Wealth LLC
✚
|
AR | 1,601.9 M |
|
FountainCap Research & Investment Hong Kong Co Limited
✚
|
1,601.8 M | |
|
Alta Capital Management LLC
✚
|
UT | 1,598.6 M |
|
Tribridge Partners Financial LLC
✚
|
MD | 1,598.1 M |