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| Tevis Investment Management LLC
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|---|---|
| CRD # | 167750 |
| SEC # | 801-121011 |
| CIK # | 0001940416 |
| AUM | 234.8 M (2026-03-03) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 972-971-2169 |
| Address | 5700 West Plano Parkway Plano, TX 75093 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Coca-Cola European Partners PLC | 6.7 | ||
| Apple Inc | 5.9 | ||
| Johnson & Johnson | 5.6 | ||
| Microsoft Corp | 5.5 | ||
| Alphabet Inc | 5.0 | ||
| Unilever PLC | 4.9 | ||
| Medtronic Holdings Ltd | 4.7 | ||
| Nvidia Corp | 4.2 | ||
| Chevron Corp | 4.0 | ||
| Franco Nevada Corp | 4.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 97 | 27.9 |
| (b) Individuals (high net worth individuals) | 54 | 197.7 |
| (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 | 280 | 9.2 |
| (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 | 581 | 234.8 |
| By Discretionary | ||
| Discretionary | 451 | 230.5 |
| Non-Discretionary | 130 | 4.3 |
| Total | 581 | 234.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 234.8 | |
| Total | 581 | 234.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001940416] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
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