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Titlecard Capital Group, Llc

State-registered Investment Adviser CRD 281192 · SEC file 802-107470 · Lone Tree, CO
☆ Save with Pro ADV data as of Mar 29, 2024
Regulatory AUM
Discretionary
Clients
Avg AUM / client
Accounts
Employees

Private funds (3)

Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $4.5M combined gross assets

FundTypeDomicileGross assetsOwners
Titlecard Capital 1 Fund, Lp Private Equity Fund Colorado $3.4M 34
Tcc Iii, Llc Private Equity Fund Colorado $603K 4
Tcc Ii, Llc Private Equity Fund Colorado $409K 31

People (4)

NameRole / titleCredentialsWith firm sinceOwnership
Tysdal, Tyler, Tivis Chief Executive Officer & Managing Partner May 2005 (21y) ≈ 56.25% – 100% via Platte Management, Llc
Garin, Will Member Mar 2008 (18y) ≈ 3.75% – 10% via Chalk Farm, Llc
Dejager, Michael Chief Operating Officer, Chief Financial Officer & Chief Compliance Officer Jan 2015 (12y) Less than 5%
Doty, Eric, Allen Member Jan 2015 (12y) 5% – 10%

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
Platte Management, Llc Member Jan 2015 A 75% or more
Chalk Farm, Llc Member Jan 2015 A 5% – 10%

Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.

Estimated effective ownership (look-through of filed bands):

  • Tysdal, Tyler, Tivis: 75% – 100% of Platte Management, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
  • Garin, Will: 75% – 100% of Chalk Farm, Llc × 5% – 10% direct ≈ 3.75% – 10% of the firm

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Private funds (3, $4.5M gross assets)

FundTypeGross assetsMin. investmentOwners
Titlecard Capital 1 Fund, Lp Private Equity Fund $3.4M $100K 34
Tcc Iii, Llc Private Equity Fund $603K $50.0K 4
Tcc Ii, Llc Private Equity Fund $409K $50.0K 31

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/29/2024 1.15 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

Not reported.

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 29, 2024.

View current Form ADV (SEC/IAPD) ↗