Tahoma Capital, LLC (Bellevue)

Name: Tahoma Capital, LLC
Address: 1100 112 Th Ave Ne, Suite 340, Bellevue, WA, 98004 4511
Telephone: 1-866-598-8757

Tahoma Capital, LLC is a large advisory firm based in Bellevue. It manages $247.18 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Washington.

Tahoma Capital provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Tahoma Capital: assets under management

The assets under management (AUM) of Tahoma Capital, LLC is $247.18 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $247.18 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $82.39 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Tahoma Capital, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Tahoma Capital, LLC

Bryan Kirby Mccoy joined the executive team most recently as the Managing Director/Class B And C Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jeffrey Carl Scott	Chief executive officer/class b member	1 Sep 2005	Other	5084217
Michael Porter Morrow	Managing director/class b and c member	1 Sep 2005	Other	5084218
Scott Alan Day	Managing director/class b and c member	1 Sep 2005	Other	5084219
Prashant Chandran	Managing director/class b and c member	1 Sep 2005	Other	5084220
Bart Nicholas Cocales	Chief financial officer and chief compliance officer/class b member	1 Sep 2005	Other	5084361
Llc Avalon Tahoma Holdings	Class a member	1 Sep 2005	Other	noid
Bryan Kirby Mccoy	Managing director/class b and c member	1 Jan 2006	Other	2095261

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Llc Avalon Capital Group	Member	1 Mar 2001	75% - 100%	noid
Theodore W Waitt	Member	1 Mar 2001	75% - 100%	5088028
Llc Avalon Portfolio	Member	1 Sep 2005	75% - 100%	33-0950136

Based in Bellevue

The principal office where Tahoma Capital, LLC performs its advisory services is located at 1100 112 Th Ave Ne, Suite 340, Bellevue, WA 98004 4511, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 1-866-598-8757 or by fax 425-372-0028. The normal business hours are 7am(pst) - 3pm(pst) on Monday - Friday. You can find more information about the New York firm at www.tahomacapital.com.