TVV CAPITAL
ANDREW W. BYRD & CO., L.L.C. Legal Name
Adviser information for TVV CAPITAL last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Tennessee, United States |
Employees
| Total Number of Employees | 10 |
|---|---|
| Investment Advisory/Research | 7 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 6 | $335.5M |
| Non-Discretionary | 0 | $0 |
| Total | 6 | $335.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 6 | $335.5M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-113724 |
|---|---|
| SEC ERA File Number | 801-113724 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 163780 |
| Legal Entity Identifier | None |
Principal Office
3100 WEST END AVESUITE 500
NASHVILLE
TN
United States
Monday - Friday, 0830-1700
Tel: 615-256-8061, Fax: 615-256-7057
Chief Compliance Officer
ANDREW WAYNE BYRD, JR.
PRESIDENT
3100 WEST END AVE
SUITE 500
NASHVILLE
TN
United States
Tel:
(615) 256-8061
Fax:
(615) 256-7057
A*@*************M
(Full email address available in API data)
Industry Affiliates
| TVV EQUITY INVESTORS III, LLC | Sponsor, GP, manager of pooled investment vehicles |
| TVV EQUITY INVESTORS IV, LLC | Sponsor, GP, manager of pooled investment vehicles |
| TVV EQUITY INVESTORS V, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| TVV CAPITAL PARTNERS III-A, L.P. | Private Equity Fund | $46.8M | $0.1M | 16 |
| TVV CAPITAL PARTNERS III, L.P. | Private Equity Fund | $31.1M | $0.1M | 85 |
| TVV CAPITAL PARTNERS IV-A, L.P. | Private Equity Fund | $60.6M | $0.1M | 21 |
| TVV CAPITAL PARTNERS IV, L.P. | Private Equity Fund | $104.9M | $0.1M | 89 |
| TVV CAPITAL PARTNERS V-A, L.P. | Private Equity Fund | $77.7M | $0.1M | 163 |
| TVV CAPITAL PARTNERS V, L.P. | Private Equity Fund | $14.5M | $0.1M | 32 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| WILKINSON, JEREMY, JAMES | Individual | – | MANAGING DIRECTOR | 04/2015 | < 5% |
| BYRD, ANDREW, WAYNE | Individual | – | CHIEF EXECUTIVE OFFICER | 10/1994 | > 75% |
| BYRD, ANDREW, WAYNE | Individual | – | CHIEF COMPLIANCE OFFICER AND PRESIDENT | 06/2018 | < 5% |
| WEAVER, KENNETH, WEIR | Individual | – | MANAGING DIRECTOR | 01/2017 | < 5% |
| GEUTHER, TROY, MARK | Individual | – | PRINCIPAL | 05/2023 | < 5% |
| COOPER, JAMES, HAYES SHOFNER | Individual | – | PRINCIPAL | 05/2023 | < 5% |