|
⚲
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| Tenzing Financial LLC
✚
|
|
|---|---|
| CRD # | 335259 |
| SEC # | 801-132538 |
| CIK # | 0001744957, 0002111360 |
| AUM | $231.1 M (2026-02-13) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 757-703-0030 |
| Address | 1215 Mt Vernon Ave Williamsburg, VA 23185 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 3.1 | ||
| Nvidia Corp | 2.4 | ||
| Alphabet Inc | 1.6 | ||
| Microsoft Corp | 1.6 | ||
| Lilly Eli & Co | 1.5 | ||
| Amazon Com Inc | 1.2 | ||
| Alphabet Inc | 1.1 | ||
| Broadcom Inc | 1.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 92 | 35.1 |
| (b) Individuals (high net worth individuals) | 73 | 181.6 |
| (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 | 14.4 |
| (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 | 752 | 231.1 |
| By Discretionary | ||
| Discretionary | 752 | 231.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 752 | 231.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 231.1 | |
| Total | 752 | 231.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 3 | [0001744957] | |
| 4 | [0001744957] | |
| SC 13D | [0001744957] | |
| 13F-HR | [0002111360] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Tenzing LLC | Tenzing Acquisition Corp | [2018-09-04] |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Saxena Parag | |
| Tenzing LLC | |
| Reviva Pharmaceuticals Holdings Inc | |
| Nayar Rahul |
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