TABULA RASA, LLC
CRD #298184 SEC #801-113862 BIRMINGHAM, AL 205-837-1889
SEC Registered
Total AUM
$9.8M
Discretionary
$9.8M
Employees
2
Clients
11
Accounts
11
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Alabama
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 19, 2018
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CALLAHAN, JERRY, D | I | MANAGING PRINCIPAL/ MEMBER/ CHIEF COMPLIANCE OFFICER | E | Control |
| CALLAHAN, JERRY, D | I | MANAGING PRINCIPAL/ MEMBER/ CHIEF COMPLIANCE OFFICER | E | Control |
| CALLAHAN, JERRY, D | I | MANAGING PRINCIPAL/ MEMBER/ CHIEF COMPLIANCE OFFICER | E | Control |
| CALLAHAN, JERRY, D | I | MANAGING PRINCIPAL/ MEMBER/ CHIEF COMPLIANCE OFFICER | E | Control |
| CALLAHAN, JERRY, D | I | MANAGING PRINCIPAL/ MEMBER/ CHIEF COMPLIANCE OFFICER | E | Control |
| CALLAHAN, JERRY, D | I | MANAGING PRINCIPAL/ MEMBER/ CHIEF COMPLIANCE OFFICER | E | Control |
| CALLAHAN, JERRY, D | I | MANAGING PRINCIPAL/ MEMBER/ CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Dec 19, 2018 REGISTERED
Notice Filings (1)
AL
Address
110 OFFICE PARK DRIVE, SUITE # 100BIRMINGHAM, AL 35223
United States
Phone: 205-837-1889