TYTON WEALTH
Adviser information for TYTON WEALTH last updated from Form ADV on January 19th, 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 | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Wyoming, United States |
Employees
| Total Number of Employees | 1 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 2 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 51 | $15.8M |
| Non-Discretionary | 3 | $792,651 |
| Total | 54 | $16.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 45 | $9.8M |
| HNW Individuals | 7 | $6.7M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| 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 | 2 |
Services
| Advisory Services | Portfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMPerformance-based fees |
| Other Business Activities | REGISTERED WITH THE NFA AS A CTA |
Identifiers
| SEC RIA File Number | 801-115277 |
|---|---|
| SEC ERA File Number | 801-115277 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 301309 |
| Legal Entity Identifier | None |
Principal Office
MEGURO-KU, MITA 2-12-6-401TOKYO
Japan
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY, NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
Tel: 307-269-0914, Fax: N/A
Chief Compliance Officer
VIKASH HARRIS MATHURA
PRESIDENT & CHIEF COMPLIANCE OFFICER
MEGURO-KU, MITA 2-12-6-401
TOKYO
Japan
Tel:
307-269-0914
Fax:
N/A
T***********@*************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MATHURA, VIKASH, HARRIS | Individual | – | PRESIDENT & CHIEF COMPLIANCE OFFICER | 02/2019 | > 75% |