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Tweddell Goldberg LLC

CRD 141634SEC# 801-81194
Export (members)
No longer SEC-registered. Tweddell Goldberg LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$93.6M
Employees
2
Accounts
271
Location
—

Tweddell Goldberg LLC assets under management

Tweddell Goldberg LLC operates as an SEC-registered investment adviser. It reports $93.6 million in regulatory assets under management and employs 2 people.
View on SEC.gov ↗

Tweddell Goldberg LLC owners & executives

2 reported
NameTitleOwnershipSince
Jerold (n) Tweddell ControlCeo, Member, Chief Compliance Officer50-75%2006
Peter Gibbs Kendall ControlPresident And Member50-75%2024

Frequently asked questions

How much does Tweddell Goldberg LLC manage?

Tweddell Goldberg LLC reports $93.6 million in regulatory assets under management on its Form ADV.

How many employees does Tweddell Goldberg LLC have?

Tweddell Goldberg LLC reports 2 employees.

Does Tweddell Goldberg LLC disclose fund performance?

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

Contact & registration

Office hours9:00 a.m. To 5:00 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$44.9M
Non-discretionary$48.7M
Total (RAUM)$93.6M