Taverik Capital, LLC
● SEC registered since 2019CRD 156594SEC# 801-117029Greenville, SC
Ranks #5,721 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$97.5M
Fund GAV
$62.1M
Private funds
4
Employees
10
Accounts
124
Location
Greenville, SC
Taverik Capital, LLC assets under management
Taverik Capital, LLC operates as an SEC-registered investment adviser based in Greenville, SC. The firm has been registered since 2019. It reports $97.5 million in regulatory assets under management and employs 10 people. Taverik Capital, LLC manages 4 private funds with combined gross assets of $62.1 million, including Point Farm Investors, LLC. By regulatory assets, it ranks 5,721 of 6,004 private fund managers.
Taverik Capital, LLC private funds
4 funds · $62.1M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Point Farm Investors, LLC | Real Estate | $49.4M | — |
| Av Real Estate Fund LLC | Real Estate | $11.1M | $350K |
| Innovar Opportunity Fund, LP | Hedge | $1.6M | $250K |
See all 4 funds — unlock the full record.
Join to unlock · $37/moTaverik Capital, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Erik Christopher Weir Control | Managing Member | Over 75% | 2011 |
| III James Allbright Blair Control | General Counsel And Chief Compliance Officer | Under 5% | 2015 |
| Kristin Childres Wallace Control | Director Of Accounting | Under 5% | 2023 |
Frequently asked questions
How much does Taverik Capital, LLC manage?
Taverik Capital, LLC reports $97.5 million in regulatory assets under management on its Form ADV.
How many private funds does Taverik Capital, LLC manage?
Taverik Capital, LLC manages 4 private funds with combined gross assets of $62.1 million.
How many employees does Taverik Capital, LLC have?
Taverik Capital, LLC reports 10 employees.
Where is Taverik Capital, LLC located?
Taverik Capital, LLC is based in Greenville, SC and has been SEC-registered since 2019.
Does Taverik Capital, LLC disclose fund performance?
Taverik Capital, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 220 N. Main Street, Suite 500, Greenville, SC 29601 |
| Phone | 864-967-9838 |
| Fax | 864-967-9837 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$97.5M▼ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 93%
Larger than 7% of 16,271 advisers
AUM vs fund managersTop 95%
Larger than 5% of 6,004 private-fund managers
Number of fundsTop 46%
More funds than 54% of fund managers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$97.5Mregulatory AUM
Discretionary $97.4MNon-discretionary $153K
Fund type mix
Real Estate3
Hedge1
Service providers
Auditor
Prime broker
Custodian
Administrator