AUMdb

Tyr Partners Lp

State-registered Wealth Manager · Boutique (under $100M) CRD 308769 · · www.goodstead.co
☆ Save with Pro ADV data as of Aug 14, 2025
Regulatory AUM
$3.6M
Discretionary
$3.6M
Clients
6
Avg AUM / client
$600K
Accounts
7
Employees
1

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 6 $1.1M 30.6%
High net worth individuals Fewer than 5 clients $2.5M 69.4%

People (1)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Robert Elbert Swigert Registered representative Nov 2025 (1y)

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.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 08/14/2025 981 KB 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

  • Percentage of assets under management

Services

  • Financial planning services
  • Portfolio management for individuals/small businesses

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: Aug 14, 2025.

View current Form ADV (SEC/IAPD) ↗