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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 Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.