Wcm Global Wealth, LLC

Taverik Capital, LLC, formerly known as WCM Global Wealth, LLC, was established in February 2011 and is based in Greenville, South Carolina. The firm specializes in providing discretionary investment supervisory services and financial planning to sophisticated investors and institutional clients, managing assets through separately managed accounts and pooled investment vehicles. As of December 31, 2024, Taverik Capital had $106,831,968 in client assets under management, with $99,680,165 managed on a discretionary basis and $7,151,803 on a non-discretionary basis. The firm charges an annual management fee based on a tiered schedule, ranging from 2.00% to 1.00%, with negotiable fees at the discretion of the advisor. Additionally, Taverik Capital may charge performance-based fees of 20% for clients meeting specific criteria. The firm may engage in various investment strategies, including buy and hold, equity, fundamental value, growth, hedging, leverage, relative value, and short selling. Taverik Capital acts as a fiduciary and provides investment discretion to clients, with periodic reviews of client accounts conducted by the manager or designee. The firm may participate in soft-dollar arrangements for research and brokerage services and may engage in cross transactions and principal transactions with client consent. Taverik Capital generally does not vote proxies for separately managed accounts but does so for clients that are Funds, ensuring compliance with proxy voting policies and procedures. The firm has no financial conditions impairing its ability to fulfill commitments to clients and does not solicit prepayment of fees exceeding $1,200 six months in advance.