|
⚲
|
| Keyboard |
| Tigeroak Management LLC
✚
|
|
|---|---|
| CRD # | 330640 |
| SEC # | 801-129998 |
| CIK # | 0002052586 |
| AUM | 481.2 M (2026-02-20) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 505-361-2223 |
| Address | 25 Music Square East Nashville, TN 37203 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002052586 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 41.3 | ||
| Apple Inc | 24.5 | ||
| Microsoft Corp | 16.6 | ||
| Amazon Com Inc | 13.1 | ||
| Alphabet Inc | 12.1 | ||
| SPDR Gold Trust | 8.2 | ||
| J P Morgan Chase & Co | 6.7 | ||
| Alphabet Inc | 5.9 | ||
| Goldman Sachs Group Inc | 3.8 | ||
| Johnson & Johnson | 3.3 | ||
| CME Group Inc | 2.9 | ||
| Linde PLC | 2.4 | ||
| Micron Technology Inc | 2.1 | ||
| TJX Companies Inc /DE/ | 2.0 | ||
| Chevron Corp | 1.9 | ||
| Grayscale Bitcoin Trust BTC | 1.9 | ||
| McDonalds Corp | 1.9 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 169 | 103.5 |
| (b) Individuals (high net worth individuals) | 96 | 329.3 |
| (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 | 20 | 48.4 |
| (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 | 626 | 481.2 |
| By Discretionary | ||
| Discretionary | 626 | 481.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 626 | 481.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 481.2 | |
| Total | 626 | 481.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002052586] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Astoria Strategic Wealth Inc
✚
|
482.5 M | |
|
Monte Financial Group LLC
✚
|
CT | 482.4 M |
|
Genesis Private Wealth LLC
✚
|
VA | 482.4 M |
|
Physicians Financial Services Inc
✚
|
NC | 482.3 M |
|
SS&H Financial Advisors Inc
✚
|
MI | 482.2 M |
|
Oakstreet Wealth Management Inc
✚
|
TX | 482.0 M |
|
IP Financial Advisory Services LLC
✚
|
NC | 481.4 M |
|
Pinnacle Peak Private Client Group LLC
✚
|
AZ | 481.1 M |
|
Courage Miller Partners LLC
✚
|
VA | 480.7 M |
|
10th Mountain LLC
✚
|
480.3 M |