Adviser Profile
| As of Date | 05/10/2026 |
| Registration status | Registration Changed to TABER ASSET MANAGEMENT L.L.C. |
| Contact Info | 515 xxxxxxx |
| Websites |
| AUM* | 110,023,313 49% |
| of that, discretionary | 90,317,438 53% |
| Number of Employees | 4 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,089,340 47% |
| % High Net Worth | 99.02% 0% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- High net worth individuals
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds