TPB WEALTH ADVISORS, LLC of SAN ANTONIO, TX is an SEC-registered investment adviser (CRD 150508).
| Name | Role | Location |
|---|---|---|
| HARRIS KEVIN MCCLAIN | CHIEF INVESTMENT OFFICER/PRESIDENT; CHIEF INVESTMENT OFFICER/PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| SOLCHER WHITNEY E | MANAGING DIRECTOR; MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER; PRESIDENT | — |
| BUGG JAMES BRUCE | CHAIRMAN; CHAIRMAN AND CEO; DIRECTOR (+3 more) | — |
| CROWDER REBECCA ANNE | EXECUTIVE VICE PRESIDENT; PRESIDENT; VICE PRESIDENT OF RISK MANAGEMENT AND OPERATIONS (+1 more) | — |
| SOLCHER WHITNEY ELIZABETH | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | — |
| FERNANDEZ LEONARD CHAD | VICE PRESIDENT | — |
| AKHIL OMAR | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND VICE PRESIDENT; VICE PRESIDENT | — |
| SCHOTT MICHAEL A | COO | — |
| APPLE AUDIE GENE | PRESIDENT AND CHIEF EXECUTIVE OFFICER | — |
| DELAC DANIEL T | VICE PRESIDENT | — |
| SCHWEERS GARY | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND SENIOR VICE PRESIDENT | — |
| CANTRELL BARRY L | VICE PRESIDENT | — |
| CHUANG JENNIFER TZY-HUOY | VICE PRESIDENT | — |
| SONDERGELD AMY | CHIEF FINANCIAL OFFICER | — |
| OWNBY BOB | EXECUTIVE VICE PRESEDENT; PRESIDENT | — |
| OWNBY ROBERT G | PRESIDENT AND DIRECTOR | — |
| GRUBER CHARLES J | CHIEF INFORMATION OFFICER | — |
| GIVEN BRENT | CEO AND DIRECTOR | — |
| SCHWEERS GARY LANE | CHIEF COMPLIANCE OFFICER | — |
| SONDERGELD AMY JEAN | CHIEF FINANCIAL OFFICER | — |
| GRUBER CHARLES JOHN | CHIEF INFORMATION OFFICER | — |
| GIVEN BRENT RUSSELL | CEO AND DIRECTOR | — |
| GONZALES REGINA | CHIEF COMPLIANCE OFFICER | — |
| Graves Sherita | CCO | — |
Hedge Fund: 3 · Private Equity Fund: 1
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| TPB OPPORTUNITIES FUND LP- SERIES 3 OPEN END STRATEGIES II | Hedge Fund | — | 26 | $23.1M | $500K |
| TPB OPPORTUNITIES FUND LP- SERIES 2 CLOSED END STRATEGIES | Hedge Fund | — | 46 | $7.0M | $500K |
| SACM BIOTECH VENTURES, LLC | Private Equity Fund | — | 6 | $5.1M | $100K |
| TPB OPPORTUNITIES FUND LP- SERIES 1 OPEN END STRATEGIES | Hedge Fund | — | 19 | $3.7M | $500K |