Shahram Tajback
Shahram Tajback is a CFA-designated registered investment advisor at Mathematica Capital Management, LLC, based in Sausalito, CA, with 23 years of industry experience. Shahram operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 6 clients with $10M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees for separately managed accounts may be negotiable. The firm also manages the Mathematica Global Equity Fund, LP, charging 1% per year plus an incentive allocation of 20% of profits.
Fee Estimator
Location
75 Gate 5 Road, Sausalito, CA, 94965
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Shahram is the manager of Tajback & Sons LLC, a company engaged in leasing an office building, since 2006. He dedicates minimal time to this activity outside of securities trading hours.
Employment History
Current Registrations
Mathematica Capital Management, LLC
State Registrations1 state
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