Overview
Assets Under Management: $2.2 billion
Headquarters: NEW YORK, NY
Frequently Asked Questions
TOMS CAPITAL INVESTMENT MANAGEMENT LP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #291362), TOMS CAPITAL INVESTMENT MANAGEMENT LP is subject to fiduciary duty under federal law.
TOMS CAPITAL INVESTMENT MANAGEMENT LP is headquartered in NEW YORK, NY.
According to their SEC Form ADV, TOMS CAPITAL INVESTMENT MANAGEMENT LP offers portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
TOMS CAPITAL INVESTMENT MANAGEMENT LP manages $2.2 billion in client assets according to their SEC filing dated March 26, 2024.
According to their SEC Form ADV, TOMS CAPITAL INVESTMENT MANAGEMENT LP serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 13.29
Total Client Accounts: 10
Discretionary Accounts: 10
Regulatory Filings
CRD Number: 291362
Last Filing Date: 2024-03-26 00:00:00
Website: https://tcim.com