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Tigeroak Management, LLC

● SEC registered since 2024CRD 330640SEC# 801-129998Nashville, TN
Export (members)
Reg. AUM
$481.2M
Employees
5
Accounts
626
Location
Nashville, TN

Tigeroak Management, LLC assets under management

Tigeroak Management, LLC is an SEC-registered investment adviser based in Nashville, TN. The firm has been registered since 2024. It reports $481.2 million in regulatory assets under management and employs 5 people.

Tigeroak Management, LLC owners & executives

3 reported
NameTitleOwnershipSince
Anthony Drew Steffan ControlPartner25-50%2024
Joshalyn Rae Baca ControlChief Compliance OfficerUnder 5%2024
Pete D Henderson ControlPartner50-75%2024

Frequently asked questions

How much does Tigeroak Management, LLC manage?

Tigeroak Management, LLC reports $481.2 million in regulatory assets under management on its Form ADV.

How many employees does Tigeroak Management, LLC have?

Tigeroak Management, LLC reports 5 employees.

Where is Tigeroak Management, LLC located?

Tigeroak Management, LLC is based in Nashville, TN and has been SEC-registered since 2024.

Does Tigeroak Management, LLC disclose fund performance?

Tigeroak Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address25 Music Square East, Suite 200, Nashville, TN 37203
Phone(505) 361-2223
Fax505-300-4851
Office hoursBy Appointment
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Regulatory AUM

$481.2M▲ 21%
Jan '25 — $397.6MFeb '25 — $397.6MMar '25 — $397.6MApr '25 — $397.6MMay '25 — $397.6MJun '25 — $397.6MJul '25 — $397.6MAug '25 — $397.6MSep '25 — $397.6MOct '25 — $397.6MNov '25 — $397.6MDec '25 — $397.6MJan '26 — $397.6MFeb '26 — $481.2MMar '26 — $481.2MApr '26 — $481.2MMay '26 — $481.2MJun '26 — $481.2M
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 49%
Larger than 51% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers

Assets under management

$481.2Mregulatory AUM
Discretionary $481.2M