Tigeroak Management, LLC
● SEC registered since 2024CRD 330640SEC# 801-129998Nashville, TN
Reg. AUM
$481.2M
Employees
5
Accounts
626
Location
Nashville, TN
About Tigeroak Management
HS Wealth Partners provides bespoke wealth management for entertainment professionals, business owners, and other successful clients with complex financial lives. Its boutique service combines personal planning, honest communication, and proactive investment and tax guidance.
Summary based on the firm’s website.
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| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony Drew Steffan Control | Partner | 25-50% | 2024 |
| Joshalyn Rae Baca Control | Chief Compliance Officer | Under 5% | 2024 |
| Pete D Henderson Control | Partner | 50-75% | 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
| Address | 25 Music Square East, Suite 200, Nashville, TN 37203 |
| Phone | (505) 361-2223 |
| Fax | 505-300-4851 |
| Office hours | By Appointment |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$481.2M▲ 21%
Jan '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 49%
Larger than 51% of 16,389 advisers
EmployeesTop 62%
More than 38% of 16,799 advisers
Assets under management
$481.2Mregulatory AUM
Discretionary $481.2M