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TAVERIK CAPITAL, LLC
CRD 156594 · SEC 801-117029
220 N. MAIN STREET, SUITE 500, GREENVILLE, SC, 29601, United States
Phone
864-967-9838
Fax
864-967-9837
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$97.5M
Discretionary AUM
$97.4M
Team
10 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)VIDEO NEWSLETTER UPDATES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 114 | $19.7M |
| High net worth individuals | 3 | $4.9M |
| Pooled investment vehicles | 4 | $72.8M |
States served
AL, AK, CA, GA, NC, PA, SC, TN, WI
All web addresses on file
Official SEC filing: View on IAPD