TAVERIK CAPITAL, LLC
CRD #156594 SEC #801-117029 GREENVILLE, SC 864-967-9838
SEC Registered Private Funds
Total AUM
$104.2M
Discretionary
$97.1M
Employees
10
Clients
10
Accounts
379
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $104.2M | $97.1M | $7.2M | 10 | 0 |
| Jun 2025 | $104.2M | $97.1M | $7.2M | 10 | 0 |
| Mar 2025 | $106.8M | $99.7M | $7.2M | 10 | 0 |
| Mar 2025 | $245.4M | $245.4M | $0 | 8 | 0 |
| Jun 2024 | $245.4M | $245.4M | $0 | 8 | 0 |
| Mar 2024 | $245.4M | $245.4M | $0 | 8 | 0 |
| Sep 2023 | $401.6M | $401.6M | $0 | 11 | 0 |
| Mar 2023 | $376.2M | $376.2M | $0 | 11 | 0 |
| Aug 2022 | $341M | $341M | $0 | 9 | 0 |
| May 2022 | $341M | $341M | $0 | 9 | 0 |
| Mar 2022 | $336.5M | $336.5M | $0 | 9 | 0 |
| Jun 2021 | $309.4M | $309.4M | $0 | 9 | 0 |
| Mar 2021 | $308.2M | $308.2M | $0 | 9 | 0 |
| Jun 2020 | $223.8M | $223.8M | $0 | 10 | 0 |
| Mar 2020 | $223.8M | $223.8M | $0 | 10 | 0 |
| Jun 2019 | $199M | $199M | $0 | 12 | 0 |
DateJun 2025
Total AUM$104.2M
Discretionary$97.1M
Non-Disc.$7.2M
Employees10
Clients0
DateJun 2025
Total AUM$104.2M
Discretionary$97.1M
Non-Disc.$7.2M
Employees10
Clients0
DateMar 2025
Total AUM$106.8M
Discretionary$99.7M
Non-Disc.$7.2M
Employees10
Clients0
DateMar 2025
Total AUM$245.4M
Discretionary$245.4M
Non-Disc.$0
Employees8
Clients0
DateJun 2024
Total AUM$245.4M
Discretionary$245.4M
Non-Disc.$0
Employees8
Clients0
DateMar 2024
Total AUM$245.4M
Discretionary$245.4M
Non-Disc.$0
Employees8
Clients0
DateSep 2023
Total AUM$401.6M
Discretionary$401.6M
Non-Disc.$0
Employees11
Clients0
DateMar 2023
Total AUM$376.2M
Discretionary$376.2M
Non-Disc.$0
Employees11
Clients0
DateAug 2022
Total AUM$341M
Discretionary$341M
Non-Disc.$0
Employees9
Clients0
DateMay 2022
Total AUM$341M
Discretionary$341M
Non-Disc.$0
Employees9
Clients0
DateMar 2022
Total AUM$336.5M
Discretionary$336.5M
Non-Disc.$0
Employees9
Clients0
DateJun 2021
Total AUM$309.4M
Discretionary$309.4M
Non-Disc.$0
Employees9
Clients0
DateMar 2021
Total AUM$308.2M
Discretionary$308.2M
Non-Disc.$0
Employees9
Clients0
DateJun 2020
Total AUM$223.8M
Discretionary$223.8M
Non-Disc.$0
Employees10
Clients0
DateMar 2020
Total AUM$223.8M
Discretionary$223.8M
Non-Disc.$0
Employees10
Clients0
DateJun 2019
Total AUM$199M
Discretionary$199M
Non-Disc.$0
Employees12
Clients0