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Lloyd Tevis Investments, LLC

● SEC registered since 2022CRD 323061SEC# 801-126660Lafayette, CA
Export (members)
Reg. AUM
$435K
Employees
4
Accounts
12
Location
Lafayette, CA

Lloyd Tevis Investments, LLC assets under management

Lloyd Tevis Investments, LLC is an investment advisory firm registered with the SEC based in Lafayette, CA. The firm has been registered since 2022. It reports $435,000 in regulatory assets under management and employs 4 people.

Lloyd Tevis Investments, LLC owners & executives

4 reported
NameTitleOwnershipSince
Archimedes Systems, LLC ControlDirect OwnerOver 75%2015
Nicholas Goodrich Torre ControlCeo And Chief Compliance OfficerUnder 5%2015
William Jon PoulinHead Of Marketing And StrategyUnder 5%2015
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Frequently asked questions

How much does Lloyd Tevis Investments, LLC manage?

Lloyd Tevis Investments, LLC reports $435,000 in regulatory assets under management on its Form ADV.

How many employees does Lloyd Tevis Investments, LLC have?

Lloyd Tevis Investments, LLC reports 4 employees.

Where is Lloyd Tevis Investments, LLC located?

Lloyd Tevis Investments, LLC is based in Lafayette, CA and has been SEC-registered since 2022.

Does Lloyd Tevis Investments, LLC disclose fund performance?

Lloyd Tevis Investments, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3658 Mt Diablo Blvd, Suite 201, Lafayette, CA 94549
Phone415-237-1895
Office hours9-5
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary
Non-discretionary$435K
Total (RAUM)$435K