Tavira Financial

Fee-Only (% of Portfolio)

Tavira Financial Limited is an investment manager and sub-adviser serving private funds and separately managed accounts. Founded in 2005 and based in London, Tavira takes an active approach to trading with a European-focused global event-driven equity strategy. The firm diversifies across sectors, geographies, and trade types by using four sub-strategies to smooth returns while aiming to generate income. Tavira does not offer portfolio management services to retail clients and generally requires a minimum account size of $10 million, though it does not set a hard minimum. As of March 2026, Tavira manages approximately $305.9 million in regulatory assets on a discretionary basis. Tavira is also registered as a broker-dealer and with the National Futures Association.

Assets Under Management$310M
Clients8
AdvisorsN/A
Avg. per Client$38M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$10M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Clients are generally charged a monthly management fee equal to 1% per year of the value of the portfolio. Performance fees of 10% to 20% of net profits may also apply.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location

0 Advisors at this firm

No advisors found for this firm.