Unclaimed Profile

Anup S Mehta

TAMARACK CAPITAL MANAGEMENT, LLC·CARLSBAD, California

Clean recordTAMARACK CAPITAL MANAGEMENT, LLC

2333 STATE STREET, CARLSBAD, CA 92008CRD# 5192131Firm CRD# 143298

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Anup S Mehta · CARLSBAD, CA

Registration

CRD #5192131 · TAMARACK CAPITAL MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Anup S Mehta is a registered financial advisor based in CARLSBAD, California, affiliated with TAMARACK CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Wealth Management

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

TAMARACK ADVISERS, LP

AUM

$486M

Regulatory assets under management

Employees

Total firm employees

View all advisors at TAMARACK ADVISERS, LP →

Services

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 5192131

Firm CRD# 143298

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Frequently Asked Questions

What services does Anup S Mehta offer?

Anup S Mehta specializes in Retirement Planning, Wealth Management. Contact their office in CARLSBAD, California for a consultation.

What are Anup S Mehta's credentials?

Anup S Mehta is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Anup S Mehta located?

Anup S Mehta is based in CARLSBAD, California, working with TAMARACK CAPITAL MANAGEMENT, LLC. Their office serves clients in the CARLSBAD metropolitan area and surrounding communities.

How does Anup S Mehta charge for services?

Anup S Mehta's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TAMARACK CAPITAL MANAGEMENT, LLC?

TAMARACK CAPITAL MANAGEMENT, LLC has approximately 6 employees and manages $486M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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