TABR CAPITAL MANAGEMENT, LLC
Adviser information for TABR CAPITAL MANAGEMENT, LLC last updated from Form ADV on March 20th, 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 | California, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| 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 | 655 | $203.4M |
| Non-Discretionary | 0 | $0 |
| Total | 655 | $203.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 148 | $55.0M |
| HNW Individuals | 73 | $142.3M |
| 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 | 13 | $5.7M |
| 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 | <5 | $369,283 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 1 |
| No. of Non-U.S. Clients | 1 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMFixed fees |
Principal Office
500 N. STATE COLLEGE BLVDSUITE 1320
ORANGE
CA
United States
Monday - Friday, 7:30 AM TO 5 PM
Tel: 714-704-9180, Fax: 714-937-1886
Chief Compliance Officer
STEVEN W. MEDLAND
MEMBER
500 N. STATE COLLEGE BLVD.
SUITE 1320
ORANGE
CA
United States
Tel:
714-704-9180
Fax:
714-937-1886
S*******@*******T
(Full email address available in API data)
Regulatory Contact
ROBERT M. KARGENIAN
MANAGING MEMBER
500 N. STATE COLLEGE BLVD.
SUITE 1320
ORANGE
CA
United States
Tel:
714-704-9180
Fax:
714-937-1886
B*********@*******T
(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 |
|---|---|---|---|---|---|
| KARGENIAN, ROBERT, MIHRAN | Individual | – | MANAGING MEMBER | 12/2003 | 50-75% |
| MEDLAND, STEVEN, WADE | Individual | – | MEMBER / CHIEF COMPLIANCE OFFICER | 12/2003 | 25-50% |