Taverik Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$24,588,396
Clients
117
Advisors
1
of 10 employees
About
Taverik Capital, LLC provides discretionary investment supervisory services and financial planning to individuals (including high‑net‑worth clients), pooled investment vehicles, and other institutional clients. The firm manages separately managed accounts and serves as investment manager to private pooled investment vehicles governed by offering documents.
The Adviser uses fundamental, technical, quantitative and qualitative analysis and implements strategies that can include equity selection, relative‑value positions, short selling, hedging with derivatives, and the use of leverage. It manages both asset‑based and performance‑based accounts and exercises discretion within client‑specific guidelines or fund offering terms.
Distinctive features include the firm’s role as an investment manager and sponsor for private funds that may enter side‑letter arrangements and pay performance‑based compensation, and documented procedures aimed at addressing related conflicts (including fee waivers to mitigate double fees when applicable). The brochure also discloses operational practices such as reliance on soft‑dollar research arrangements and that the firm’s manager may act as an insurance agent in the course of providing financial planning.
Client services
Expertise
Fee options
Fixed fees may be charged for pooled investment vehicles; specifics depend on the vehicle.
$0 - $4,999,999.99: 2.00% $5,000,000 - $9,999,999.99: 1.50% $10,000,000 - $19,999,999.99: 1.25% $20,000,000+: 1.00%
Typically 20% performance fee for qualified clients or pooled investment vehicles (Carried Interest).
Account minimum: $250,000
Main office
220 N. Main Street, Suite 500
Greenville SC 29601
Advisors at this office
1
Most active in
Alabama · Alaska · California · Georgia · North Carolina · Pennsylvania · South Carolina · Tennessee · Wisconsin
Also doing business as
Taverik Capital, LLC · Wcm Global Wealth · Wcm Global Wealth, LLC · Weir Capital Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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