Taiko
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 287792
- Registered since
- June 29, 2017
- Website
- www.taikoadvisor.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Other Investment Advisers100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Taiko LLC is an institutional registered investment adviser that has been SEC-registered since 2017. Organized as a limited liability company and owned by an individual, the firm positions itself as a capital allocator serving primarily institutional clients. Its advisory permissions include portfolio management for individuals/small businesses and for businesses or institutions, as well as the selection of other advisers. Taiko charges fees based on a percentage of assets under management. The firm is not identified as an active ESG investor and its ADV filing does not list pension consulting or related-adviser activity.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds60%
- Exchange Traded Equities23%
- Cash & Cash Equivalents6%
- State & Local Bonds5%
- US Government Bonds3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 296Active vs passive
$1.3B in ETFs
47%
$586M
37%
$674M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF (VOO) | Vanguard | Passive | Large Blend | $119M | 169,634 | 9.43% |
Location
Chicago, IL
Cook
Location
Chicago, IL
Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 225 W Randolph St
- Time zone
- CT (UTC-6)
- Office locations
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