The TAX EFFICIENT ASSET MANAGEMENT SOLUTION INC is a privately held investment adviser that advises $419.93mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. TAX EFFICIENT ASSET MANAGEMENT SOLUTION INC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 65.31% over the last 5-years.
The Group has been registered with the SEC for 18.28 years and is comprised of 2 filing and 0 relying advisers. They operate out of 3 office locations with their Headquarters at 4590 MACARTHUR BLVD., SUITE 175, NEWPORT BEACH, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 8 employees comprised of 3 investment and 5 non-investment staff. The total number of Employees increased by 14.29% over the last 5-years.
Their $419.93mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 30 other accounts. Assets of Charitable Organizations clients own $131.39mn or 31.29% of Total Assets and High Net Worth Individuals own $105.85mn or 25.21% of Total Assets.
The Group's top investment strategies include Fund of Funds, representing 100% of total assets, respectively.
They advise 4 types of clients, top clients are Charitable Organizations and High Net Worth Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees, management fees and performance-based fees.
TAX EFFICIENT ASSET MANAGEMENT SOLUTION INC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.