TABER ASSET MANAGEMENT L.L.C.
CRD 115849 · SEC 801-136221
Large incorporated asset manager or corporate group — typically not a local adviser team.
United States
Registration
— (—)
Source
State registered
Total AUM
$110.0M
Discretionary AUM
$90.3M
Team
4 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-28
Disciplinary history
No
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Services
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 101 | $103.0M |
| Corporations/business entities | 1 | $7.0M |
All web addresses on file
Official SEC filing: View on IAPD