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Tyler Foxworthy
MERISTEM CAPITAL LLC
Zionsville, IN
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CRD#: 7881266
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Professional summary
Tyler Foxworthy is a registered financial advisor currently at MERISTEM CAPITAL LLC located in Zionsville, Indiana.
Tyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Tyler has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Tyler Foxworthy is an Operating Adviser with JMI Equity where he advises the private equity firm on technology related due diligence and portfolio operations. This is a non-investment role based on his experience in artificial intelligence, statistics, and operations management consulting. He spends approximately 10-15% of his time engaged in this activity. This is a non-investment related role.
CRS (Client Relationship Summary) - RIA
Click below to view Tyler Foxworthy's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 26, 2024 - Present
MERISTEM CAPITAL LLC
RIA
CRD#: 330382
Zionsville, IN
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Indiana(3/26/2024)
Current Firm
MC
MERISTEM CAPITAL LLC
MERISTEM CAPITAL LLC
CRD#: 330382 / SEC#:
Indiana
Registered Investment Advisory firm - (3/26/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Zionsville, IN
Mailing Address
Phone number
(317) 701-3703
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 2 |
| AUM (Assets Under Management) | $ 600,000 |
Red Flags
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