Tcv
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Overview
Tcv operates as an advisory firm based in Menlo Park, California. The company oversees $19.9 billion in assets under management across 30 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management (AUM). It has a large group, including 58 financial advisors. Tcv is not a registered broker-dealer, meaning the firm cannot buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer firm to do so. Securities are defined as exchangable financial investments like options, equities and bonds.
Tcv administers all of its accounts in a discretionary manner. Discretionary management signifies that buy and sell judgments for the client's account are made by a portfolio manager without requiring client approval. The investment advisory firm manages roughly $662.7 million for every client account. The average financial advisor at Tcv administers fewer than one client account, placing it among the most individualized advisor firms in the country.
The firm's headquarters is at 250 Middlefield Road, Menlo Park, California 94025. Tcv is legally allowed to provide services to customers across a number of states, including California and New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Tcv by the Numbers
$19.9 billion
104
30
$662.7 million
Fee Structure
Fees charged by financial advisors vary depending on which services the firm provides the client. Fees charged by Tcv most likely consist of the following fee structures: asset-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Available
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Offered by 69% of firms
Percentage of Assets
-
Offered by 10% of firms
Other
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
Types of Clients
It works with pooled investment vehicles. Out of its 30 clients, Tcv's biggest client group is pooled investment vehicles. About 97% of the firm's customers are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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