Data / Investment advisers / South Carolina / Taverik Capital, LLC
Taverik Capital, LLC, Greenville, SC: $97.5 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Taverik Capital, LLC is an SEC registered investment adviser with its main office in Greenville, South Carolina and reports $97.5 million in regulatory assets under management in its Form ADV filed March 31, 2026. Its clients include pooled investment vehicles, individuals and high net worth individuals. It is paid through a percentage of assets under management, fixed fees and performance based fees. It advises 4 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 156594
- SEC file number
- 801-117029
- SEC status
- Approved, effective July 25, 2019
- Main office
- 220 N. Main Street Suite 500, Greenville, SC 29601
- Phone
- (864) 967-9838
- Website
- taverik.com
- Regulatory AUM
- $97,538,869 in the Form ADV filed March 31, 2026
- Discretionary AUM
- $97,385,507
- Non discretionary AUM
- $153,362
- Accounts
- 124
- Employees
- 10, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, performance based fees
- Private funds
- 4: 3 real estate funds, 1 hedge fund
- Gross assets of private funds
- $62,135,861
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 31, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 4 | $72.8 million |
| Individuals (other than high net worth individuals) | 114 | $19.7 million |
| High net worth individuals | 3 | $4.9 million |
| Charitable organizations | Fewer than 5 | $153,362 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $97.5 million | March 31, 2026 |
| December 1, 2025 | $104.2 million | June 6, 2025 |
Other advisers in Greenville
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Norris Financial Group, LLC | Greenville | $353 million | Not listed | adviserinfo.sec.gov |
| Bca Private Wealth, Inc. | Greenville | $317.3 million | Not listed | adviserinfo.sec.gov |
| Trunorth Advisors | Greenville | $300.8 million | Not listed | adviserinfo.sec.gov |
| J. Freeman & Associates | Greenville | $175 million | Not listed | adviserinfo.sec.gov |
| Dba Big Money Retirement and Big Retirement | Greenville | $147.1 million | Not listed | adviserinfo.sec.gov |
| Novus Advisors | Greenville | $91.3 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Greenville, SC
- Investment advisers in South Carolina
- Advisers with $50 million to $100 million in AUM
- Advisers serving pooled investment vehicles
- Advisers serving individuals
- Advisers that manage private funds
- Taverik Capital, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.