| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Point Farm Investors, LLC | Real Estate | $43M | — |
| Av Real Estate Fund LLC | Real Estate | $10.8M | $350K |
| Innovar Opportunity Fund, LP | Hedge | $2.9M | $250K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Erik Christopher Weir Control | Managing Member | Over 75% | 2011 |
| III James Allbright Blair Control | General Counsel And Chief Compliance Officer | Under 5% | 2015 |
| Kristin Childres Wallace Control | Director Of Accounting | Under 5% | 2023 |
Taverik Capital, LLC reports $104.2 million in regulatory assets under management on its Form ADV.
Taverik Capital, LLC manages 6 private funds with combined gross assets of $57.5 million.
Taverik Capital, LLC reports 10 employees.
Taverik Capital, LLC is based in Greenville, SC and has been SEC-registered since 2019.
Taverik Capital, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 201 Riverplace, Suite 500, Greenville, SC 29601 |
| Phone | 864-967-9838 |
| Fax | 864-967-9837 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | $97.1M |
| Non-discretionary | $7.2M |
| Total (RAUM) | $104.2M |