9AT: TAVIRA FINANCIAL

TAVIRA FINANCIAL

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Adviser Profile

As of Date	09/05/2024
Adviser Type - Large advisory firm - Outside the United States
Number of Employees	51 2.00%
of those in investment advisory functions	13 30.00%
Registration	SEC, Approved, 12/06/2021
Other registrations (1)	SEC, ERA - Withdrawn, 11/05/2021
Former registrations	TAVIRA SECURITIES LIMITED

AUM^*	531,271,357 -36.15%
of that, discretionary	531,271,357 -36.15%
Private Fund GAV^*	0
Avg Account Size	75,895,908 -45.27%
SMA’s	No
Private Funds	0
Contact Info	44 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

832M 713M 594M 475M 357M 238M 119M

2021 2022

Discretionary

Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary

Overview

Firm Description Tavira Financial Limited, a United Kingdom corporation (“Tavira,” the “Firm”, “the Adviser” or the “Investment Manager”), is an investment adviser that serves as an investment manager and sub-adviser to private funds and separately managed accounts. Tavira was founded in June 2005. At Tavira we understand that clients need to trade across a variety of asset classes, so all our services are fully integrated. We offer one point of contact for all execution requirements, with specific pools of knowledge for equities and derivatives. We provide portfolio management on a variety of global futures and options, metals, and equities. Tavira takes an active approach to trading and offers a European-focused global

event driven equity strategy. Diversity is an important part of our strategy and we diversify across sector, geography, and trade type through our use of four sub-strategies to smooth returns while still aiming to generate income. While we do not tailor our strategy to clients, we do allow clients to request restrictions, such as not investing in tobacco, etc. As of March 31, 2023, Tavira had regulatory assets under management of approximately $481 million all of which is managed on a discretionary basis. Principal Owners/Ownership Structure Tavira’s principal owner is Tavira Holdings Limited, a British Virgin Island company. The principal owner of Tavira Holdings Limited is Eliot Goodfellow.