HS WEALTH PARTNERS

TIGEROAK MANAGEMENT, LLC Legal Name

Adviser information for HS WEALTH PARTNERS last updated from Form ADV on March 26th, 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 New Mexico, United States

Employees

Total Number of Employees 4
Investment Advisory/Research 3
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 3
Licensed Agents of an Insurance Company 3
No. of Firms/People that Solicit Clients 1

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 0 $0
Non-Discretionary 0 $0
Total 0 $0

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 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 0
No. of Financial Planning Clients 0

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businesses
Compensation % of AUM

Wrap Fee Program

Offers Wrap Fee Program Yes
Acting As RAUM
Sponsor 0
Portfolio Manager 0
Both for Same 0
Portfolio Manager to Program Sponsor
HS WEALTH PARTNERS HS WEALTH PARTNERS

Identifiers

SEC RIA File Number 801-129998
SEC ERA File Number 801-129998
SEC CIK Numbers None
SEC CRD Numbers 330640
Legal Entity Identifier None

Principal Office

316 OSUNA ROAD NE
SUITE 400
ALBUQUERQUE
NM
United States
Monday - Friday, BY APPOINTMENT
Tel: 505-717-1831, Fax: None

Chief Compliance Officer

JOHSALYN BACA
316 OSUNA ROAD NE
SUITE 400
ALBUQUERQUE
NM
United States
Tel: 505-717-1831
(Full email address available in API data)

Regulatory Contact

PETE HENDERSON
PARTNER
316 OSUNA ROAD NE
SUITE 400
ALBUQUERQUE
NM
United States
Tel: 505-717-1831
(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
HENDERSON, PETE, D Individual PARTNER 03/2024 50-75%
STEFFAN, ANTHONY, DREW Individual PARTNER 03/2024 25-50%
BACA, JOSHALYN, RAE Individual CHIEF COMPLIANCE OFFICER 03/2024 < 5%

No. Employees, Historic

1050202420254 on 3/26/20244 on 3/26/2024

RAUM, Historic

000202420250 on 3/26/20240 on 3/26/2024