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⚲
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| Tavira Financial Limited
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|
|
|---|---|
| CRD # | 299666 |
| SEC # | 801-122827 |
| CIK # | |
| AUM | $531.3 MM (2024-06-21) |
| Employees | 51 (25% Investors, 0% Brokers) |
| Phone | 4402071005100 |
| Address | 88 Wood Street London England, United Kingdom |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 7 | 531.3 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 7 | 531.3 |
| By Discretionary | ||
| Discretionary | 7 | 531.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 7 | 531.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 475.0 | |
| United States Persons | 56.3 | |
| Total | 7 | 531.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Incasa LLC
✚
|
FL | 0.5 |
|
XA Investments LLC
✚
|
IL | 0.5 |
|
Volatility Shares LLC
✚
|
FL | 0.5 |
|
Lumint Corporation
✚
|
MA | 0.5 |
|
EFG Asset Management North America Corp
✚
|
OR | 0.5 |
|
FCA Partners LLC
✚
|
NC | 0.5 |
|
Leader Capital Corp
✚
|
WA | 0.5 |
|
Bridger Investment Partners LLC
✚
|
NY | 0.5 |
|
Sherbrooke Park Advisers LLC
✚
|
NY | 0.5 |
|
Root Capital - Gesto de Recursos LTDA
✚
|
0.5 |