TAVIRA FINANCIAL

RIASEC RegisteredEst. 2021
Total AUM
$764M
Discretionary
$764M
100% of AUM
Avg account
$95.5M
Accounts
8
Employees
56
Advisory reps
3

Firm details

Headquarters
london england,
CRD number
299666
Registered since
December 6, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Tavira Financial is a corporation that operates in the financial services sector, focusing on providing investment management and advisory services primarily to institutional clients. The firm is registered with the SEC as of 2021 and engages in a variety of business activities, including acting as a broker-dealer, commodity pool operator (CPO), and futures commission merchant. Tavira Financial employs a fee structure that includes a percentage of assets under management (AUM) and performance-based fees, aligning the firm's interests with those of its clients. While the firm does not actively pursue ESG (Environmental, Social, and Governance) investments, it has carved out a niche in managing pooled investment vehicles and offering portfolio management services for businesses and institutions.

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

Owners & executives

2 of 2
  • Simon Mason

    Chief Compliance OfficerCRD 7054619

  • Patrick Fietje

    CEOCRD 7054618

Contacts

1 of 1
  • Andrew Webster

    Senior Manager, FinanceCRD 7381969

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

london england, null

Location

london england, null

Headquartered in london england, null.

Address
88 Wood St
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth