Lloyd Tevis Investments, LLC
● SEC registered since 2022CRD 323061SEC# 801-126660Lafayette, CA
Reg. AUM
$435K
Employees
4
Accounts
12
Location
Lafayette, CA
Lloyd Tevis Investments, LLC assets under management
Lloyd Tevis Investments, LLC is an investment advisory firm registered with the SEC based in Lafayette, CA. The firm has been registered since 2022. It reports $435,000 in regulatory assets under management and employs 4 people.
Lloyd Tevis Investments, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Archimedes Systems, LLC Control | Direct Owner | Over 75% | 2015 |
| Nicholas Goodrich Torre Control | Ceo And Chief Compliance Officer | Under 5% | 2015 |
| William Jon Poulin | Head Of Marketing And Strategy | Under 5% | 2015 |
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Join to unlock · $37/moFrequently asked questions
How much does Lloyd Tevis Investments, LLC manage?
Lloyd Tevis Investments, LLC reports $435,000 in regulatory assets under management on its Form ADV.
How many employees does Lloyd Tevis Investments, LLC have?
Lloyd Tevis Investments, LLC reports 4 employees.
Where is Lloyd Tevis Investments, LLC located?
Lloyd Tevis Investments, LLC is based in Lafayette, CA and has been SEC-registered since 2022.
Does Lloyd Tevis Investments, LLC disclose fund performance?
Lloyd Tevis Investments, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3658 Mt Diablo Blvd, Suite 201, Lafayette, CA 94549 |
| Phone | 415-237-1895 |
| Office hours | 9-5 |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$435KNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 99%
Larger than 1% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$435Kregulatory AUM
Discretionary $0Non-discretionary $435K