Tamro Capital Partners LLC (Alexandria)

Name: Tamro Capital Partners LLC
Address: 1701 Duke Street, Alexandria, VA, 22314
Telephone: 703-740-1000

Tamro Capital Partners LLC is a large advisory firm based in Alexandria. It manages $742.93 million of regulatory assets for 28 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Virginia.

Tamro Capital Partners provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Tamro Capital Partners: assets under management

The assets under management (AUM) of Tamro Capital Partners LLC is $742.93 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -4% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $742.93 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $26.53 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Tamro Capital Partners LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Tamro Capital Partners LLC

Kathleen Bilz Neumann has been acting as President since 1 Jul 2007. Aurora Trust joined the executive team most recently as the Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc Tamro Management	Member	1 Jul 2007	50% - 75%	26-0206237
Philip David Tasho	Chief executive officer and chief investment officer	1 Jul 2007	Other	2045499
Kathleen Bilz Neumann	President	1 Jul 2007	Other	1363943
Stellate Partners Llc	Member	1 Jul 2007	Other	20-2147661
Llc Tasho Management	Member	1 Jul 2007	50% - 75%	26-0206237
Betsy Marie Moszeter	Chief operating officer and chief compliance officer	1 Jul 2007	Other	5192402
Llc Northern Lights Capital Partners	Member	1 Jul 2007	Other	20-5650492
Betsy Moszeter Markus	Chief operating officer and chief compliance officer	1 Jul 2007	Other	5192402
Llc Northern Lights Ventures	Member	1 Jul 2007	Other	20-5650492
Timothy Arthur Holland	Portfolio manager	1 Jul 2009	Other	6027213
Suzanne Elizabeth Kellogg	Chief compliance officer	1 Nov 2012	Other	4966433
Malini Ann Van Den Berg	Chief operating officer	1 Nov 2012	Other	2195499
Malini Ann Vernugopal	Chief operating officer	1 Nov 2012	Other	2195499
Llc Northern Lights Midco	Member	1 Jul 2014	Other	47-1407415

Indirect Owners

The SEC currently registers 17 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Jeffery Steven Vincent	Manager	1 Dec 2000	Other	4780173
Llc Laird Norton Company	Member	1 Aug 2006	75% - 100%	91-2027437
Llc Lnc Investment Co	Member	1 Jan 2007	25% - 50%	20-5433626
Robert William Mathai	Principal	1 Jul 2007	50% - 75%	4370269
John David Mathai	Principal	1 Jul 2007	50% - 75%	1911948
Timothy Jacob Carver	Board member	1 Jul 2007	25% - 50%	2638120
Paul Richard Greenwood	Board member	1 Jul 2007	25% - 50%	4982347
Andrew Turner	Board member	1 Jul 2007	25% - 50%	5249162
Jeffery Steven Vincent	Board member	1 Jul 2007	25% - 50%	4780173
Nick A. Pavelich	Board member	1 Jul 2007	25% - 50%	4931628
Inc. White Pine	Member	1 Dec 2007	25% - 50%	26-1630532
Llc Laird Norton Company	Shareholder	1 Dec 2007	75% - 100%	91-2027437
Inc. Bnp Paribas Asset Management	Member	1 Feb 2010	25% - 50%	36-2754816
Aurora Trust	Member	1 Nov 2014	75% - 100%	-
Llc Northern Lights Capital Partners	Unitholder	1 Nov 2014	25% - 50%	20-5650492
Aurora Investment Management Pty Ltd	Trustee	1 Nov 2014	Other	acn 600 880 939
Treasury Group Limited	Unitholder	1 Nov 2014	50% - 75%	abn 39 006 708 792

Based in Alexandria

The principal office where Tamro Capital Partners LLC performs its advisory services is located at 1701 Duke Street, Alexandria, VA 22314, 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 703-740-1000 or by fax 703-745-1600. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at tamrocapital.com.