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TAVIRA FINANCIAL
Legal name: TAVIRA FINANCIAL LIMITED
CRD 299666File 801-122827
APPROVED
Disclosure events
Filing as of Jun 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$305.9M
Below cohort median (national)
Discretionary AUM
$305.9M
Clients
8
8 accounts
Employees
56
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Dec 6, 2021
- Principal office
- 88 WOOD STREET, LONDON, ENGLAND, EC2V 7DA
- Phone
- 44 0207 100 5100
- Website
- https://www.tavira.group/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $305.9M
- Discretionary AUM
- $305.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 8
- Non-discretionary accounts
- 0
- Total accounts
- 8
- AUM per client
- $38.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 8 | $305.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11E2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jul 1, 2026 | AUM | $764,241,553 | $305,906,714 | decreased by$458,334,839 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 51 | 56 | increased by5 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 7 | 8 | increased by1 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $531,271,357 | $764,241,553 | increased by$232,970,196 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 7 | 8 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 50 | 51 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 6 | 7 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $832,000,000 | $531,271,357 | decreased by$300,728,643 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 6 | 7 | increased by1 |
| Jul 1, 2022 | Clients | 5 | 6 | increased by1 |
| Jul 1, 2022 | AUM | $850,000,000 | $832,000,000 | decreased by$18,000,000 |
| Jul 1, 2022 | Accounts | 5 | 6 | increased by1 |
| Jan 1, 2022 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “TAVIRA FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TAVIRA FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.