Taverik Capital, LLC

Taverik Capital provides discretionary investment supervisory services and financial planning to a mix of individual clients (including high‑net‑worth individuals), pooled investment vehicles, charitable organizations, and retirement plans, managing roughly $104 million in client assets. The firm serves separately managed accounts as well as private pooled vehicles and offers tailored account management consistent with each client’s investment restrictions.

The firm’s investment process draws on fundamental, technical, quantitative and qualitative analysis and employs a range of strategies including equity (growth and value), buy‑and‑hold, relative‑value and hedging techniques; it may also use leverage and short positions where appropriate. Taverik oversees both individual portfolios and pooled vehicles, and it implements portfolio decisions on a discretionary basis within client‑specific guidelines.

Taverik differs from many small advisers by serving as an investment manager and, at times, as a general partner/managing member for private pooled funds, accepting performance‑based compensation for qualified investors and providing portfolio management for pooled vehicles. The firm’s offering documents permit the use of side letters that can grant special terms to certain investors, and a principal may provide insurance placement services to financial planning clients, practices that may create potential conflicts the firm addresses through disclosed policies.