Tokarz Group Advisers is a fund manager in Purchase with $160.73 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
SEC advisor number
801-67221
FINRA CRD number
141577
AUM ?
$160.73 mm
(as of 2 May 22)
Accounts
3
(as of 2 May 22)
Employees
15
(10 investment advisory or research)
Address
Tokarz Group Advisers
RIVERVIEW PLAZA
287 BOWMAN AVENUE, 2ND FLOOR
PURCHASE
NY 10577
RIVERVIEW PLAZA
287 BOWMAN AVENUE, 2ND FLOOR
PURCHASE
NY 10577
Office hours
Monday - Friday, 8AM - 6PM
Phone
914-510-9400
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Tokarz, Michael, Theodore | Manager | 06/2006 | < 5% |
Schuenke, Scott, Joseph | Chief Financial Officer | 11/2013 | < 5% |
Rothchild, Jaclyn, Lauren | Vice President | 09/2006 | < 5% |
Tokarz, Nancy, Marie | Member | 06/2006 | < 5% |
TTG Investment Advisers, Inc. | N/a | 09/2006 | > 75% |
Tokarz, Michael, Theodore | 100% Shareholder | 09/2006 | > 75% |
Holtsberg, Warren, E | Managing Director | 10/2009 | < 5% |
Byrne, Kevin, Michael | Chief Compliance Officer | 01/2015 | < 5% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
the Tokarz Group Advisers LLC | $160.73 mm | |
MVC Private Equity Fund, L.P. | $69.74 mm | Private Equity Fund |
Ttga Sbic Pioneer Fund I, LP | $90.99 mm | Other Private Fund |
Ttga Sbic Pioneer Feeder Fund, LP |
Latest filings (excl ownership)
No filings