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| Happy Holidays!! thanks for using AUM13F!! |
| Tigeroak Management LLC
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| CRD # | 330640 |
| SEC # | 801-129998 |
| CIK # | |
| AUM | $397.6 M (2025-07-07) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 505-361-2223 |
| Address | 25 Music Square East Nashville, TN 37203 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 97 | 59.5 |
| (b) Individuals (high net worth individuals) | 83 | 295.6 |
| (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 | 21 | 42.3 |
| (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 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 578 | 397.6 |
| By Discretionary | ||
| Discretionary | 578 | 397.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 578 | 397.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 397.6 | |
| Total | 578 | 397.6 |
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|---|---|---|
|
Borer Denton & Associates Inc
✚
|
PA | 0.4 |
|
Noble Family Wealth LLC
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FL | 0.4 |
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EVT Financial Advisors AG
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0.4 | |
|
Jupiter Wealth Management LLC
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CO | 0.4 |
|
Morton Brown Family Wealth LLC
✚
|
PA | 0.4 |
|
Front Row Advisors LLC
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|
CA | 0.4 |
|
Mullooly Asset Management Inc
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|
NJ | 0.4 |
|
Bates Financial Advisors Inc
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|
IL | 0.4 |
|
Laurel Wealth Planning LLC
✚
|
MN | 0.4 |
|
Beaton Management Co Inc
✚
|
MA | 0.4 |