TABER ASSET MANAGEMENT L.L.C.

TABER ASSET MANAGEMENT L.L.C. is an SEC-registered investment adviser (CRD 115849). Regulatory assets under management: $110.0M.

Registration

• CRD: 115849
• SEC file number: 801-136221
• Type: Registered investment adviser
• Phone: 515-557-1860
• Latest filing: 2026-05-28
• Regulatory AUM: $110.0M
• Discretionary AUM: $90.3M
• Non-discretionary AUM: $19.7M
• Clients: 4
• Accounts: 101

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 115849 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search