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