TARTAN CAPITAL ADVISORS LLC

RIASEC Registered
Total AUM
$2.4K
Discretionary
$2.4K
100% of AUM
Avg account
$2.4K
Accounts
1
Employees
2
Advisory reps
2

Firm details

Headquarters
HENDERSON, Nevada
CRD number
174067
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Tartan Capital Advisors LLC is structured as an LLC and operates as a hedge fund adviser focused on institutional clients. The firm’s advisory activity centers on portfolio management for pooled investment vehicles rather than on a broad roster of retail accounts. Its reported fee model combines percentage-of-AUM and fixed-fee arrangements. Tartan is not positioned as a capital allocator or an ESG-oriented investor; instead its work appears concentrated on sourcing, operating and sponsoring pooled funds where it can act as sponsor, general partner and managing member. The firm’s public filings show minimal entity-level assets while it advises multiple private funds, which suggests its operating model is fund-centric: it manages or sponsors closed-end vehicles and relies on third-party alternative managers and partnerships to deploy capital. Industry affiliations listed include law firms, insurance companies and real estate broker relationships, consistent with an adviser that structures and sponsors private investment vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • RICHARD HAM

    founder and directorCRD 6483100

  • DAVID SYME

    ManagerCRD 6342802

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

HENDERSON, NV

CLARK

Location

HENDERSON, NV

Headquartered in HENDERSON, NV, anchoring the Las Vegas-Henderson, NV metro in the West.

Metro area
Las Vegas-Henderson, NV
Region
West
County
CLARK
Address
170 S Green Valley Pkwy
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth