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Taverik Capital, LLC

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Client assets under management

$24,588,396

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Clients

117

3% high-net-worth

Advisors

2

of 10 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

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Clients per advisor

59

Typical

Average account size

$210,157

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

Financial planning Portfolio management Video newsletter updates

Expertise

Active portfolio management Concentrated stock management Options & derivatives strategies

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Fee options

Fixed

Fixed fees may be charged for pooled investment vehicles; specifics depend on the vehicle.

Percentage

$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%

Performance-based

Typically 20% performance fee for qualified clients or pooled investment vehicles (Carried Interest).

Other

Account minimum: $250,000

Main office location

Taverik Capital, LLC

220 N. Main Street, Suite 500

Greenville SC 29601, United States

Number of offices

1

Most active in

More info

Alabama · Alaska · California · Georgia · North Carolina · Pennsylvania · South Carolina · Tennessee · Wisconsin

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 864-967-9838

Advisors at this firm

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user avatar

Mason S

Series 65

Greenville, SC

Taverik Capital, LLC

Mason Scott is a financial advisor at Taverik Capital, LLC with one year of industry experience. He holds a Series 65 designation and has worked at WCM Global Wealth, LLC since 2023. Outside of finance, Mason has experience in education and the talent management industry. Taverik Capital provides discretionary investment supervisory services and financial planning for individuals, pooled investment vehicles, charitable organizations, and pension/profit-sharing plans. The firm employs a range of active investment strategies, including equity selection, hedging, options, and short selling, tailoring services to client-specific objectives and restrictions.

Active portfolio management Concentrated stock management Options & derivatives strategies
user avatar

Erik W

CFP®, Series 63, Series 65

Greenville, SC

Taverik Capital, LLC

Erik Weir is a CFP®-certified financial advisor with 25 years of industry experience, currently serving at Taverik Capital, LLC in Greenville, SC. He has been involved with WCM Global Wealth, LLC since 2011 and Weir Capital Management, LLC since 2005. Outside of his advisory roles, he is a managing member of Christopher Kendall, LLC, which manages several small Reg D offerings. Taverik Capital provides discretionary investment supervisory services and financial planning to individuals, pooled investment vehicles, charitable organizations, and pension/profit-sharing plans. The firm employs a range of active investment strategies, including equity selection, hedging, options, and short selling, and manages both separately managed accounts and private pooled funds tailored to client-specific objectives.

Active portfolio management Concentrated stock management Options & derivatives strategies
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