⚲
|
Tannin Capital LLC
✚
|
|
---|---|
CRD # | 304238 |
SEC # | 801-116787 |
CIK # | |
AUM | $362.3 MM (2024-03-07) |
Employees | 7 (86% Investors, 0% Brokers) |
Phone | 704-552-1082 |
Address | 1026 Jay Street Charlotte, NC 28208 |
Source | [IAPD] [Website] [LinkedIn] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 17 | 4.5 |
(b) Individuals (high net worth individuals) | 63 | 93.3 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 40.7 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 12 | 52.8 |
(n) Other | 0 | 171.0 |
Total | 391 | 362.3 |
By Discretionary | ||
Discretionary | 360 | 267.2 |
Non-Discretionary | 31 | 95.1 |
Total | 391 | 362.3 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 362.3 | |
Total | 391 | 362.3 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Truvestments Capital LLC
✚
|
FL | 0.4 |
Inlight Wealth Management LLC
✚
|
GA | 0.4 |
Pavion Blue Capital LLC
✚
|
CA | 0.4 |
Edge Financial Advisors LLC
✚
|
IL | 0.4 |
Strategic Asset Management Group Advisors Inc
✚
|
FL | 0.4 |
Tim Looney Investments LLC
✚
|
FL | 0.4 |
Centered Wealth LLC
✚
|
TX | 0.4 |
Access Financial Services Inc
✚
|
MN | 0.4 |
Objectivity Squared LLC
✚
|
SC | 0.4 |
Leslie Global Wealth LLC
✚
|
IL | 0.4 |