RIA Intel›Advisers›Florida›TAMPA ASSET MANAGEMENT, LLC

TAMPA ASSET MANAGEMENT, LLC

Advisory

N·LUTZ, FL

Data as of Feb 21, 2017 · Source: SEC Form ADV

Total AUM

$121M

1-Year AUM Growth

-2.5%

3-Year CAGR

+1.8%

Employees

1

Assets Under Management

Total AUM$121M

Discretionary AUM$116M

Non-Discretionary AUM$5M

Discretionary %95.9%

Total Clients—

Team

Total Employees1

Investment Advisers3

Employee Growth (1Y)—

Filing History

Total Filings on Record17

First FilingOct 15, 2008

Latest FilingFeb 21, 2017

🔒 Full AUM trend chart and 17 historical filings spanning 9+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on TAMPA ASSET MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.