RIA Intelligence

TEGRIT INVESTMENT ADVISORS LLC

CRD #146638 SEC #801-69353 LIVONIA, MI 248-663-2443
SEC Registered
Total AUM
$28.1M
Discretionary
$28.1M
Employees
5
Clients
--
Accounts
1

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Oct 27, 2009
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BURNS, JEROME, EDWARDICHIEF COMPLIANCE OFFICERNA
BURNS, JEROME, EDWARDICHIEF COMPLIANCE OFFICERNA
GARROW, STEPHEN, DAVIDIMANAGERNA Control
LOMBARDO, CARRIE, ANNIINTERIM CEONA
LOMBARDO, CARRIE, ANNEIINTERIM CEONA
MARQUARDT, PETER, FRAMEICHIEF COMPLIANCE OFFICERNA
TEGRIT FINANCIAL GROUP LLCDEMEMBERE Control
TEGRIT FINANCIAL GROUP LLCDEMEMBERE Control
TEGRIT FINANCIAL GROUP LLCDEMEMBERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
BURNS, JEROME, EDWARDITEGRIT FINANCIAL GROUP LLCF Control
BURNS, JEROME, EDWARDITEGRIT FINANCIAL GROUP LLCF Control
BURNS, JEROME, EDWARDITEGRIT FINANCIAL GROUP LLCF Control
DLJ FUND PARTNERS II, L. P.DEMERS STRATEGIC OPPORTUNITIES FUND, L. P.F Control
DLJ FUND PARTNERS II, L. P.DEMERS STRATEGIC OPPORTUNITIES FUND, L. P.F Control
DLJ FUND PARTNERS II, L. P.DEMERS STRATEGIC OPPORTUNITIES FUND, L. P.F Control
GARROW, STEPHEN, DAVIDITEGRIT FINANCIAL GROUP LLCF Control
JONES, DEREK, KEVINITEGRIT FINANCIAL GROUP LLCF Control
JONES, DEREK, KEVINITEGRIT FINANCIAL GROUP LLCF Control
JONES, DEREK, KEVINITEGRIT FINANCIAL GROUP LLCF Control
MILLER, GIRARD, CECILITEGRIT FINANCIAL GROUP LLCF Control
MUNICIPAL EMPLOYEES RETIREMENT BOARDDEMUNICIPAL EMPLOYEES RETIREMENT SYSTEM OF MICHIGANF Control
MUNICIPAL EMPLOYEES RETIREMENT BOARDDEMUNICIPAL EMPLOYEES RETIREMENT SYSTEM OF MICHIGANF Control
MUNICIPAL EMPLOYEES RETIREMENT BOARDDEMUNICIPAL EMPLOYEES RETIREMENT SYSTEM OF MICHIGANF Control
WAGNER, ANNE, MARIEITEGRIT FINANCIAL GROUP LLCF Control
WAGNER, ANNE, MARIEITEGRIT FINANCIAL GROUP LLCF Control
WAGNER, ANNE, MARIEITEGRIT FINANCIAL GROUP LLCF Control
CREDIT SUISSE (USA), INC.DECREDIT SUISSE PRIVATE EQUITY, INC.E Control
CREDIT SUISSE (USA), INC.DECREDIT SUISSE PRIVATE EQUITY, INC.E Control
CREDIT SUISSE (USA), INC.DECREDIT SUISSE PRIVATE EQUITY, INC.E Control
CREDIT SUISSE PRIVATE EQUITY, INC.DEDLJ MB ADVISORS, INC.E Control
CREDIT SUISSE PRIVATE EQUITY, INC.DEDLJ MB ADVISORS, INC.E Control
CREDIT SUISSE PRIVATE EQUITY, INC.DEDLJ MB ADVISORS, INC.E Control
DLJ MB ADVISORS,INC.DEDLJ MB FUND, INC.E Control
DLJ MB ADVISORS,INC.DEDLJ MB FUND, INC.E Control
DLJ MB ADVISORS,INC.DEDLJ MB FUND, INC.E Control
DLJ MB FUND, INC.DEDLJ FUND PARTNERS II, L. P.E Control
DLJ MB FUND, INC.DEDLJ FUND PARTNERS II, L. P.E Control
DLJ MB FUND, INC.DEDLJ FUND PARTNERS II, L. P.E Control
MERS STRATEGIC OPPORTUNITIES FUND, L. P.DETEGRIT FINANCIAL GROUP LLCE Control
MERS STRATEGIC OPPORTUNITIES FUND, L. P.DETEGRIT FINANCIAL GROUP LLCE Control
MERS STRATEGIC OPPORTUNITIES FUND, L. P.DETEGRIT FINANCIAL GROUP LLCE Control
MUNICIPAL EMPLOYEES RETIREMENT SYSTEM OF MICHIGANDEMERS STRATEGIC OPPORTUNITIES FUND, L. P.E Control
MUNICIPAL EMPLOYEES RETIREMENT SYSTEM OF MICHIGANDEMERS STRATEGIC OPPORTUNITIES FUND, L. P.E Control
MUNICIPAL EMPLOYEES RETIREMENT SYSTEM OF MICHIGANDEMERS STRATEGIC OPPORTUNITIES FUND, L. P.E Control

Registrations

Federal

IA
Oct 27, 2009 REGISTERED

Notice Filings (1)

MI

Address

19500 VICTOR PKWY
SUITE 250
LIVONIA, MI 48152
United States
Phone: 248-663-2443