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Tabr Capital Management, LLC
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Overview Share
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Orange, California
$153.7 million AUM
1 office

Tabr Capital Management, LLC is based in Orange, California and has $153.7 million in assets under management.

Location
500 North State College Boulevard
Suite 1320
Orange, CA 92868
$153.7 million
AUM
4
Employees
AUM Share
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$153,659,497
Assets under management
622 clients
Number of clients
Average investment size is $247,041
1% are outside of the U.S.
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 167 $59,370,804 39% $355,514
High net worth individuals 53 $92,272,173 60% $1,740,984
Pension and profit sharing plans 5 $1,460,964 1% $292,193
Other corporations or businesses 1 $555,556 0% $555,556
Employees Share
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4
Employees
2
Investment analysts
50% of total employees
AUM per employee Share
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$153,659,497
Assets under management
$38,414,874
AUM per employee
$76,829,748
AUM per investment analyst
About Share
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Compensation

Tabr Capital Management, LLC makes money through the following ways:

  • Percentage of AUM
  • Fixed fees
Services offered

Tabr Capital Management, LLC provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
Firm data Share
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CRD number 129,959
SEC number 801-62650
Legal structure Limited Liability Company
Legal governance California, United States
Latest ADV filing date May 28, 2020

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