David W. Tice & Associates, LLC (St. Thomas)


David W. Tice & Associates, LLC is an adviser based in St. Thomas. It manages $1.77 billion of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Texas and Virgin Islands, U.S..

David W. Tice & Associates provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

David W. Tice & Associates: assets under management

The assets under management (AUM) of David W. Tice & Associates, LLC is $1.77 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 162% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.77 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $883.15 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay David W. Tice & Associates, 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.

Careers at David W. Tice & Associates, LLC

David Wayne Tice has been acting as President since 1 Mar 1994. Llc David W. Tice Management joined the executive team most recently as the Owner.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
David Wayne Tice President 1 Mar 1994 Other 2557342
Llc David W. Tice Management Owner 1 Dec 2002 75% - 100% 66-0620878

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
David Wayne Tice Partner 1 Dec 2002 75% - 100% 2557342
David Wayne Tice President and manager 1 Aug 2003 75% - 100% 2557342

Based in St. Thomas

The principal office where David W. Tice & Associates, LLC performs its advisory services is located at 43 46 Norre Gade Suite 232, St. Thomas, VI 00802 The mailing address of the firm is P.O. Box 267, St. Thomas, VI 00804. An additional office of the firm is in Dallas, TX. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number (340) 715-5555 or by fax (340) 715-5554. The normal business hours are 9:00-5:00 on Monday - Friday. You can find more information about the New York firm at www.prudentbear.com.