# Trust for Advised Portfolios

Trust for Advised Portfolios (CIK 1261788) is an SEC-registered fund company with 19 reporting fund series and $6.4B in net assets as of 2023-12-31.

## Registrant

- CIK: 1261788
- File number: 811-21422
- LEI: 549300YZEFREMRTE2K87
- Address: 615 East Michigan Street, Milwaukee, US-WI, 53202-5210
- Phone: 4142873700
- Net assets: $6.4B
- Total assets: $6.9B
- Fund series: 19
- Latest report: 2023-12-31

## Fund series (19)

| Series | Net assets |
| --- | --- |
| [Infinity Q Diversified Alpha Fund](https://search.stillhousedata.com/fund/S000046414) | $1.7B |
| [Patient Opportunity Trust](https://search.stillhousedata.com/fund/S000055730) | $1.4B |
| [1919 Socially Responsive Balanced Fund](https://search.stillhousedata.com/fund/S000046892) | $758.7M |
| [Bramshill Income Performance Fund](https://search.stillhousedata.com/fund/S000052920) | $738.7M |
| [Regan Total Return Income Fund](https://search.stillhousedata.com/fund/S000069657) | $541.6M |
| [Fulcrum Diversified Absolute Return Fund](https://search.stillhousedata.com/fund/S000050264) | $256.5M |
| [CornerCap Fundametrics Large-Cap ETF](https://search.stillhousedata.com/fund/S000069264) | $183.7M |
| [Miller Income Fund](https://search.stillhousedata.com/fund/S000055731) | $147.7M |
| [1919 Financial Services Fund](https://search.stillhousedata.com/fund/S000046891) | $119.6M |
| [Soundwatch Hedged Equity ETF](https://search.stillhousedata.com/fund/S000077614) | $112.6M |
| [Zevenbergen Growth Fund](https://search.stillhousedata.com/fund/S000050413) | $111.4M |
| [Soundwatch Hedged Equity Fund](https://search.stillhousedata.com/fund/S000054437) | $102.8M |
| [Zevenbergen Genea Fund](https://search.stillhousedata.com/fund/S000050414) | $88.8M |
| [1919 Maryland Tax-Free Income Fund](https://search.stillhousedata.com/fund/S000046893) | $59.4M |
| [1919 Variable Socially Responsive Balanced Fund](https://search.stillhousedata.com/fund/S000046894) | $37.0M |
| [FRC Founders Index Fund](https://search.stillhousedata.com/fund/S000067868) | $24.5M |
| [Ziegler Senior Floating Rate Fund](https://search.stillhousedata.com/fund/S000053146) | $22.4M |
| [Ziegler FAMCO Hedged Equity Fund](https://search.stillhousedata.com/fund/S000070432) | $19.4M |
| [Ziegler Piermont Small Cap Value Fund](https://search.stillhousedata.com/fund/S000068989) | $3.4M |

## Largest reported holdings (across all series)

| Holding | Value |
| --- | --- |
| Chubb Ltd | $8.5M |
| [JPMorgan Chase & Co](https://search.stillhousedata.com/security/46625H100) | $7.3M |
| [Ameriprise Financial Inc](https://search.stillhousedata.com/security/03076C106) | $5.0M |
| [Visa Inc](https://search.stillhousedata.com/security/92826C839) | $4.9M |
| [US Bancorp](https://search.stillhousedata.com/security/902973304) | $4.6M |
| [Intercontinental Exchange Inc](https://search.stillhousedata.com/security/45866F104) | $4.2M |
| [Fiserv Inc](https://search.stillhousedata.com/security/337738108) | $4.1M |
| [Brown & Brown Inc](https://search.stillhousedata.com/security/115236101) | $4.1M |
| [Charles Schwab Corp/The](https://search.stillhousedata.com/security/808513105) | $3.9M |
| [Bank of America Corp](https://search.stillhousedata.com/security/060505104) | $3.8M |
| [QCR Holdings Inc](https://search.stillhousedata.com/security/74727A104) | $3.4M |
| [Banner Corp](https://search.stillhousedata.com/security/06652V208) | $3.2M |
| [Marsh & McLennan Cos Inc](https://search.stillhousedata.com/security/571748102) | $3.2M |
| [American Financial Group Inc/O](https://search.stillhousedata.com/security/025932104) | $3.2M |
| [Global Payments Inc](https://search.stillhousedata.com/security/37940X102) | $3.1M |

## More

- [CIK 1261788 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1261788&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/registrant/1261788.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.