TAVERIK CAPITAL, LLC

TAVERIK CAPITAL, LLC of GREENVILLE, SC is an SEC-registered investment adviser (CRD 156594). Regulatory assets under management: $97.5M.

Registration

Business model

Compensation: % of AUM, Fixed, Performance.

Clients served: Individuals, High net worth, Pooled vehicles, Investment cos, Other.

Officers, owners & control persons (8)

NameRoleLocation
Erik Christopher WeirMANAGING MEMBERSimpsonville, SC
Iii James BlairGENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER
Kristin Childres WallaceDIRECTOR OF ACCOUNTING
JONES MICHAEL DONALDSENIOR FUND MANAGER
WEIR ERIK CHRISTOPHERMANAGING MEMBER
BLAIR III JAMES ALLBRIGHTGENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER
HRONCHEK MICHAEL GERARDCHIEF FINANCIAL OFFICER
Wallace Kristin ChildresDIRECTOR OF ACCOUNTING

Private funds (4)

Real Estate Fund: 3 · Hedge Fund: 1

FundTypeFormedOwnersGross asset valueMin investment
POINT FARM INVESTORS, LLCReal Estate FundDelaware2$49.4M
AV REAL ESTATE FUND LLCReal Estate FundDelaware13$11.1M$350K
INNOVAR OPPORTUNITY FUND, LPHedge FundDelaware7$1.6M$250K
AVIATION VENTURES SERIES FUND II LLC, SERIES THREEReal Estate FundDelaware17$8K$250K

Fund service providers (1)

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