The Tenret Company LLC

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Assets, Funds, Holdings

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The Tenret Company LLC
CRD #298570
SEC #801-120530
CIK #0001874146
AUM $225.4 M (2026-03-05)
Employees 1 (100% Investors, 0% Brokers)
Phone727-599-6201
Address515 West Bay Street
Tampa, FL 33606
Source [IAPD] [EDGAR] [Website] [Facebook]
Total AUM ($M)
2502001501005002010201520212027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 19 7.4
(b) Individuals (high net worth individuals) 36 218.1
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 158 225.4
By Discretionary
Discretionary 158 225.4
Non-Discretionary 0 0.0
Total 158 225.4
By Non-United States Persons
Non-United States Persons 0.9
United States Persons 224.6
Total 158 225.4
EDGAR Form CIK 2011 - 2026
13F-HR [0001874146]
Comparable Firms State AUM ($B)
Weis Advisory LLC
IA 0.2
D'Arcy Capital Management LLC
CA 0.2
Oceanis Financial Advisors Inc
FL 0.2
Williams Capital Management Company
IL 0.2
Principium Investments LLC
0.2
Mindful Wealth LLC
IL 0.2
Apex Capital Management LLC
LA 0.2
The Perspective Group LLC
KS 0.2
Inman Jager Wealth Management LLC
MS 0.2
Principia Wealth Advisory LLC
TX 0.2
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