Taverik Capital, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Greenville, SC. Its latest Form ADV filing, dated March 31, 2026, reports $98M in regulatory assets under management, 10 employees, and 124 accounts.
Assets Under Management
$98M
Employees
10
Offices
--
Total Clients
121
Primary office
GREENVILLE, SC
220 N. MAIN STREET, SUITE 500, GREENVILLE, SC, United States
Top client segmentIndividuals represent 94.2% of total clients.
Top client categories% of clientsClients
1
Individuals
94.2%
114
2
Pooled Investment Vehicles
3.3%
4
3
HNWI
2.5%
3
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$98Mas of March 31, 2026
Discretionary99.8%
$97M
100% of total RAUM99.8%
Non-discretionary0.2%
$153K
0% of total RAUM0.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$98M
Total Accounts124
10Y AUM Change$-101M (-51.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee12:1
10Y Employee Change-2 (-16.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.