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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 February 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Tigeroak Management have?","answer":"Tigeroak Management has 4 investment adviser representatives registered with state securities authorities, out of 5 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Tigeroak Management invest in?","answer":"At the end of its last fiscal year, Tigeroak Management’s separately managed accounts held 71% exchange-traded equities, 12% state and local bonds, 5% cash and equivalents, 4% U.S. government and agency bonds, 4% registered funds (mutual funds, ETFs, BDCs), 3% investment grade corporate bonds and 1% derivatives.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Tigeroak Management?","answer":"Tigeroak Management’s direct owners are Pete Henderson (50% to 75%) and Anthony Steffan (25% to 50%).","source":"Form ADV Part 1A, Schedules A and B, filed 20 February 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Tigeroak Management get paid?","answer":"Tigeroak Management is paid through a percentage of assets under management. 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