A complete list of active advisors currently associated with Taverik Capital, LLC

Warmer can help you find a great advisor at Taverik Capital, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Taverik Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.