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Tevis Investment Management, LLC

● SEC registered since 2021CRD 167750SEC# 801-121011Plano, TX
Export (members)
Reg. AUM
$206.5M
Employees
1
Accounts
509
Location
Plano, TX

Tevis Investment Management, LLC assets under management

Tevis Investment Management, LLC operates as an SEC-registered investment adviser based in Plano, TX. The firm has been registered since 2021. It reports $206.5 million in regulatory assets under management and employs 1 people.
www.tevisinvest.comView on SEC.gov ↗

Tevis Investment Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
William Ryan Tevis ControlPresident, Chief Compliance OfficerOver 75%2013

Frequently asked questions

How much does Tevis Investment Management, LLC manage?

Tevis Investment Management, LLC reports $206.5 million in regulatory assets under management on its Form ADV.

How many employees does Tevis Investment Management, LLC have?

Tevis Investment Management, LLC reports 1 employees.

Where is Tevis Investment Management, LLC located?

Tevis Investment Management, LLC is based in Plano, TX and has been SEC-registered since 2021.

Does Tevis Investment Management, LLC disclose fund performance?

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

Contact & registration

Address5700 West Plano Parkway, Suite 3800, Plano, TX 75093
Phone(972) 971-2169
Fax(972) 767-3501
Office hours8-5
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$198.8M
Non-discretionary$7.6M
Total (RAUM)$206.5M