Tsai Capital Corporation

RIASEC RegisteredEst. 2007

Total AUM

$148M

Discretionary

$148M

100% of AUM

Avg account

$2.6M

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 137578
Registered since: January 3, 2007
Website: www.tsaicapital.com
Custodians: STIFEL NICOLAUS & CO., INC., PERSHING LLC
Fee structure: Percentage of AUM
Client types: HNWI85.08%
Corporations / Businesses13.59%
Individuals1.25%
Charitable Organizations0.08%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Tsai Capital Corporation is an independent, SEC-registered investment adviser set up as a corporation and operating since 2007. The firm functions as a capital allocator and charges clients on a percentage-of-AUM basis. Its client mix includes individuals and families as well as institutional investors. Advisory offerings center on discretionary portfolio management for individuals/small businesses and for businesses or institutions. Filings indicate a clear preference for equities rather than ESG-focused mandates.