TAM PORTFOLIOS, LLC
CRD #143806 SEC #801-79138 ORLANDO, FL (407) 514-1229
SEC Registered
Total AUM
$6.2M
Discretionary
$6.2M
Employees
5
Clients
--
Accounts
8
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 2, 2015
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ASHER, JOSH | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | |
| ASHER, JOSH | I | CHIEF COMPLIANCE OFFICER | NA | |
| ASHER, JOSH | I | CHIEF COMPLIANCE OFFICER | NA | |
| ASHER, JOSH | I | CHIEF COMPLIANCE OFFICER | NA | |
| ASHER, JOSH | I | CHIEF COMPLIANCE OFFICER | NA | |
| ASHER, JOSH | I | CHIEF COMPLIANCE OFFICER | NA | |
| ASHER, JOSH | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | |
| ASHER, JOSH | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | NA | |
| TESSERACT ASSET MANAGEMENT, LLC | DE | OWNER | E | |
| TESSERACT ASSET MANAGEMENT, LLC | DE | OWNER | E | |
| TESSERACT ASSET MANAGEMENT, LLC | DE | OWNER | E | |
| TESSERACT ASSET MANAGEMENT, LLC | DE | OWNER | E | |
| TESSERACT ASSET MANAGEMENT, LLC | DE | OWNER | E | |
| TESSERACT ASSET MANAGEMENT, LLC | DE | OWNER | E | |
| TESSERACT ASSET MANAGEMENT, LLC | DE | OWNER | E | |
| TESSERACT ASSET MANAGEMENT, LLC | DE | OWNER | E | |
| TESSERACT ASSET MANAGEMENT, LLC | DE | OWNER | E | |
| TESSERACT ASSET MANAGEMENT, LLC | DE | OWNER | E | |
| WELCH, JOSHUA, DAVID | I | CHIEF COMPLIANCE OFFICER | B | |
| WELCH, JOSHUA, DAVID | I | CHIEF COMPLIANCE OFFICER | B |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| TF CAPITAL HOLDINGS IRREVOCABLE TRUST | DE | TESSERACT ASSET MANAGEMENT, LLC | C | Control |
| TF CAPITAL HOLDINGS IRREVOCABLE TRUST | DE | TESSERACT ASSET MANAGEMENT, LLC | C | Control |
| TF CAPITAL HOLDINGS IRREVOCABLE TRUST | DE | TESSERACT ASSET MANAGEMENT, LLC | C | Control |
| TF CAPITAL HOLDINGS IRREVOCABLE TRUST | DE | TESSERACT ASSET MANAGEMENT, LLC | C | Control |
| TF CAPITAL HOLDINGS IRREVOCABLE TRUST | DE | TESSERACT ASSET MANAGEMENT, LLC | C | Control |
| TF CAPITAL HOLDINGS IRREVOCABLE TRUST | DE | TESSERACT ASSET MANAGEMENT, LLC | C | Control |
| TF CAPITAL HOLDINGS IRREVOCABLE TRUST | DE | TESSERACT ASSET MANAGEMENT, LLC | C | Control |
| TUTTLE, KEVIN, A | I | TESSERACT ASSET MANAGEMENT, LLC | C | Control |
| TUTTLE, KEVIN, A | I | TESSERACT ASSET MANAGEMENT, LLC | C | Control |
| TUTTLE, KEVIN, A | I | TESSERACT ASSET MANAGEMENT, LLC | C | Control |
Registrations
Federal
IA
Dec 2, 2015 REGISTERED
Notice Filings (31)
AL AR AZ CA CO CT DC DE FL GA IA IL IN KS LA MA MD MN MO MS NC NE NJ NM NY OH PA TN TX VA WI
Address
189 SOUTH ORANGE AVENUESUITE 1510 S
ORLANDO, FL 32801
United States
Phone: (407) 514-1229