TAVERIK CAPITAL, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $97.5M |
| Discretionary | $97.4M100% of AUM |
| Non-Discretionary | $153K |
| Client Accounts | 124 |
| Avg Account Size | $787K |
| Employees | 10 |
| Peak AUM | $401.6MSep 2023 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $98M | 60.3% | 36.2% | 20.6% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $97.5M |
| Discretionary | $97.4M |
| Employees | 10 |
| Client Accounts | 124 |
| Client Range | 0 |
Contact & Location
Address
220 N. MAIN STREET
GREENVILLE SC 29601
Phone
864-967-9838
Filing History
18 ADV Part 1 submissions
Fee Structure
% of AUMFixed FeesPerformance Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Portfolio Mgmt (Institutional)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$97M
99.8% of AUM
Non-Discretionary
$153,362
0.2% of AUM
Disc. mix ▼ 0.2pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pooled Vehicles
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
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