LLOYD TEVIS INVESTMENTS, LLC
  • LLOYD TEVIS INVESTMENTS, LLC

Adviser Profile

As of Date 03/06/2026
Registration SEC, Approved, 10/24/2022
ADV Location LAFAYETTE, CA, United States
Contact Info 415 xxxxxxx
Websites
AUM* 435,000 74%
of that, discretionary 0
Number of Employees 4 -20%
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 36,250 -71%
SMA’s No
Private Funds 0

Adviser Type

- Internet adviser

Client Types

- Individuals (other than high net worth individuals)

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

435K 373K 311K 249K 186K 124K 62K
2022 2023 2024 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser XIGGIT FINANCIAL Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM58.0k #Funds-
Adviser BACKER Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM62.9m #Funds-
Adviser ALINEA ADVISORY SERVICES LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM66.6m #Funds-
Adviser FIRMA ADVISORS LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM8.5k #Funds-
Adviser NEON MONEY INCORPORATED Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM28.8k #Funds-
Adviser BLOOM INVESTMENT ADVISORS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM17.7m #Funds-
Adviser CITIZENS SECURITIES, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM12.9b #Funds-
Adviser FELTL ADVISORS Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM165.6m #Funds-
Adviser ENVOY ADVISORY INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM615.0m #Funds-
Adviser WEALTHPRO, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM52.4m #Funds-