Hedge Fund Database

TAMAR SECURITIES, LLC

Adviser information for TAMAR SECURITIES, LLC 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 California, United States

Employees

Total Number of Employees 18
Investment Advisory/Research 12
Registered Broker-Dealer Representatives 5
Registered State Investment Advisers 14
Licensed Agents of an Insurance Company 5
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 5,701 $1.1B
Non-Discretionary 115 $11.6M
Total 5,816 $1.1B

Clients

Type Number RAUM
Individuals 3,430 $608.2M
HNW Individuals 210 $415.4M
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 18 $16.5M
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 19 $49.1M
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 1
No. of Financial Planning Clients 0

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)ALTERNATIVE INVESTMENTS & PROFESSIONAL ALLIANCE NETWORK
Compensation % of AUMHourly chargesPerformance-based fees
Other Business Activities Registered representative of a broker-dealerInsurance broker or agent

Wrap Fee Program

Offers Wrap Fee Program Yes
Acting As RAUM
Sponsor 225.4M
Portfolio Manager 225.4M
Both for Same 225.4M
Portfolio Manager to Program Sponsor
TAMAR SECURITIES, LLC WRAP FEE PROGRAMS (LEGACY CLIENTS ONLY - NO NEW CLIENTS BEING OFFERED) TAMAR SECURITIES, LLC

Identifiers

SEC RIA File Number 801-71532
SEC ERA File Number 801-71532
SEC CIK Numbers 1703081
SEC CRD Numbers 153991
Legal Entity Identifier None

Principal Office

22466 VENTURA BOULEVARD
WOODLAND HILLS
CA
United States
Monday - Friday, 9:00 A.M. TO 5:00 P.M.
Tel: 818-914-7460, Fax: 818-914-7480

Websites

www.tamarsecurities.com/ www.facebook.com/tamarsecurities www.linkedin.com/company/tamar-securities-llc www.facebook.com/pages/category/consulting-agency/911-financial-services-253034872135645/ www.youtube.com/channel/ucokphwkafkclktmc1fuxbug www.facebook.com/firefightersunitedfinancialservices/?ref=py_c

Chief Compliance Officer

AMIT RAZ STAVINSKY
MANAGING MEMBER AND CEO
22466 VENTURA BOULEVARD
WOODLAND HILLS
CA
United States
Tel: 818-914-7461
Fax: 818-914-7480
(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
STAVINSKY, AMIT, RAZ Individual – MANAGING MEMBER & CHIEF COMPLIANCE OFFICER 06/2010 > 75%

No. Employees, Historic

2010020192020202120222023202420259 on 7/1/20199 on 10/1/20199 on 11/11/20199 on 11/11/20199 on 1/3/20209 on 1/3/20207 on 3/24/20207 on 4/2/20207 on 6/19/20207 on 6/19/20207 on 6/19/202011 on 3/25/202111 on 4/27/202111 on 10/20/202112 on 3/18/202212 on 4/6/202212 on 11/3/202217 on 3/15/202318 on 3/22/202418 on 3/28/2024

RAUM, Historic

2B1B02019202020212022202320242025304837450 on 7/1/2019304837450 on 10/1/2019304837450 on 11/11/2019304837450 on 11/11/2019304837450 on 1/3/2020304837450 on 1/3/2020470574194 on 3/24/2020470574194 on 4/2/2020470574194 on 6/19/2020470574194 on 6/19/2020470574194 on 6/19/2020638713258 on 3/25/2021638713258 on 4/27/2021638713258 on 10/20/2021872249097 on 3/18/2022872249097 on 4/6/2022872249097 on 11/3/2022874321495 on 3/15/20231089228509 on 3/22/20241089228509 on 3/28/2024

No. Clients, Historic

4,0002,00002019202020212022202320242025227 on 7/1/2019227 on 10/1/2019227 on 11/11/2019227 on 11/11/2019227 on 1/3/2020227 on 1/3/20201975 on 3/24/20201975 on 4/2/20201975 on 6/19/20201975 on 6/19/20201975 on 6/19/20201452 on 3/25/20211452 on 4/27/20211452 on 10/20/20213649 on 3/18/20223649 on 4/6/20223649 on 11/3/20223654 on 3/15/20233677 on 3/22/20243677 on 3/28/2024

Holdings

From latest 13F, filed May 13th, 2024 for period ending March 31st, 2024
Name Class Value $USD # Shares Private Fund
ADVANCED MICRO DEVICES INC COM 445K 2K –
ADVANCED MICRO DEVICES INC COM 90K – –
AFLAC INC COM 272K 3K –
ALIBABA GROUP HLDG LTD SPONSORED ADS 8M 105K –
ALPHABET INC CAP STK CL A 1M 10K –
ALPHABET INC CAP STK CL C 34M 223K –
AMAZON COM INC COM 27M 152K –
AMGEN INC COM 11M 38K –
APPLE INC COM 20M 114K –
APPLE INC COM 274K – –
ASML HOLDING N V N Y REGISTRY SHS 18M 19K –
BAKKT HOLDINGS INC COM CL A 18K 39K –
BANK AMERICA CORP 7.25%CNV PFD L 1M 861 –
BERKSHIRE HATHAWAY INC DEL CL B NEW 413K 981 –
BLACKROCK MUN TARGET TERM TR COM SHS BEN IN 333K 16K –
BRISTOL-MYERS SQUIBB CO COM 16M 287K –
CADENCE DESIGN SYSTEM INC COM 15M 48K –
COINBASE GLOBAL INC COM CL A 418K 2K –
COSTCO WHSL CORP NEW COM 627K 856 –
DISNEY WALT CO COM 15M 122K –
DISNEY WALT CO COM 12K – –
ELEVANCE HEALTH INC COM 13M 26K –
ENVVENO MEDICAL CORPORATION COM 76K 14K –
EXXON MOBIL CORP COM 415K 4K –
FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 9M 44K –
FREEPORT-MCMORAN INC CL B 16M 341K –
GRAYSCALE BITCOIN TR BTC SHS REP COM UT 272K 4K –
INTEL CORP COM 17M 390K –
INTERNATIONAL BANCSHARES COR COM 32M 573K –
INVESCO QQQ TR UNIT SER 1 435K 979 –
JPMORGAN CHASE & CO COM 533K 3K –
KRANESHARES TRUST CSI CHI INTERNET 1M 55K –
LOCKHEED MARTIN CORP COM 14M 32K –
LOWES COS INC COM 208K 815 –
MASTERCARD INCORPORATED CL A 365K 758 –
MERCADOLIBRE INC COM 13M 9K –
MERCK & CO INC COM 285K 2K –
META PLATFORMS INC CL A 19M 40K –
MICROSOFT CORP COM 30M 71K –
NVIDIA CORPORATION COM 1M 1K –
PACER FDS TR US CASH COWS 100 7M 125K –
PAYPAL HLDGS INC COM 15M 217K –
PAYPAL HLDGS INC COM 100K – –
PIONEER NAT RES CO COM 12M 44K –
QUALCOMM INC COM 27M 158K –
REGENERON PHARMACEUTICALS COM 13M 14K –
RINGCENTRAL INC CL A 14M 410K –
RINGCENTRAL INC CL A 17K – –
RTX CORPORATION COM 15M 151K –
RTX CORPORATION COM 10K – –
SELECT SECTOR SPDR TR ENERGY 5M 52K –
SELECT SECTOR SPDR TR FINANCIAL 9M 220K –
SELECT SECTOR SPDR TR INDL 8M 66K –
SELECT SECTOR SPDR TR SBI CONS DISCR 5M 29K –
SELECT SECTOR SPDR TR SBI HEALTHCARE 10M 67K –
SELECT SECTOR SPDR TR SBI MATERIALS 4M 40K –
SELECT SECTOR SPDR TR TECHNOLOGY 13M 63K –
SHERWIN WILLIAMS CO COM 13M 38K –
SKECHERS U S A INC CL A 288K 5K –
SPDR GOLD TR GOLD SHS 4M 18K –
SPDR S&P 500 ETF TR TR UNIT 159K 303 –
SPDR S&P 500 ETF TR TR UNIT 523K – –
SPDR S&P 500 ETF TR TR UNIT 523K – –
SPDR SER TR S&P BIOTECH 4M 40K –
SYNOPSYS INC COM 20M 35K –
TESLA INC COM 14M 77K –
TESLA INC COM 18K – –
TEXAS INSTRS INC COM 386K 2K –
UNITED PARCEL SERVICE INC CL B 14M 96K –
VANECK ETF TRUST SEMICONDUCTR ETF 6M 25K –
VANGUARD INDEX FDS S&P 500 ETF SHS 455K 946 –
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 5M 126K –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 4M 85K –
VAXART INC COM NEW 13K 10K –
VISA INC COM CL A 11M 40K –
WALMART INC COM 228K 4K –
X3 HOLDINGS CO LTD SHS NEW 10K 10K –