TEAK TREE CAPITAL MANAGEMENT, LLC

FORT WORTH, Texas·3 registered advisors·CRD# 149474
SEC# 801-699361817-744-8450
01

Firm Overview

AUM
$599M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
03

Specialties

Financial PlanningInvestment Management
04

Advisors at TEAK TREE CAPITAL MANAGEMENT, LLC

3 registered advisors
Adam Kirk Deem
FORT WORTH, Texas
CFP
Daniel Jacob Goldstein
FORT WORTH, Texas
Stephen Jeffrey Kaye
FORT WORTH, Texas
CFP
05

Office Locations

FORT WORTH, Texas
3 advisors

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Data sourced from SEC Form ADV filings. TEAK TREE CAPITAL MANAGEMENT, LLC (CRD# 149474) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.