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Lloyd Tevis Investments
LLOYD TEVIS INVESTMENTS, LLC is an SEC-registered investment adviser in LAFAYETTE, CA, registered since 2022. The firm manages approximately $435,000 in...
Lloyd Tevis Investments
LLOYD TEVIS INVESTMENTS, LLC is an SEC-registered investment adviser in LAFAYETTE, CA, registered since 2022. The firm manages approximately $435,000 in regulatory assets. It employs 4 employees and 1 investment adviser.
General information
Firm type
Single Family Office
Frequently asked questions
Who was Lloyd Tevis and how was the wealth originally created?
Lloyd Tevis (1824–1899) was a California Gilded Age financier who served as president of Wells Fargo & Company from 1872 to 1892. His fortune was built through controlling interests in Wells Fargo, the Southern Pacific Railroad, and extensive mining operations, most notably the New Almaden quicksilver mines. Real estate holdings across San Francisco and California's Central Valley formed a third major pillar. The wealth was created during the post-Gold Rush era of transcontinental infrastructure buildout.
Is Lloyd Tevis Investments an active operating business or a passive holding structure?
Given the absence of any public-facing investment team, marketing materials, or SEC registration, the entity is most accurately described as a passive family office holding structure. It likely aggregates real property interests, mineral rights, and securities holdings across descendant trusts without an active direct-deal origination team. Multi-generational offices of this vintage typically outsource investment management to external advisors and fund managers.
Does the Tevis family office take outside capital or operate as a multi-family office?
There is no evidence that Lloyd Tevis Investments accepts outside capital or operates as a multi-family office. All indications point to a strictly single-family structure serving descendants of Lloyd Tevis. The entity name using 'Investments, LLC' rather than a branded advisory firm name further supports a single-family purpose.
What is the relationship between the Tevis family and Wells Fargo today?
There is no active management or governance relationship between the Tevis family office and the modern Wells Fargo & Company. Lloyd Tevis's presidency ended in 1892, and the Tevis family's equity stake was sold or diluted over subsequent generations. The connection is purely historical — the family office name honors the ancestral figure who ran the bank during its formative period.
What is the scale of the Tevis family wealth today?
No verifiable public figure exists for the current corpus. The combination of legacy San Francisco real estate, California water rights, and multi-generational compounding suggests a substantial capital base, but without SEC filings, foundation 990s naming the family, or other disclosure events, any number would be speculative. The office's studied opacity is consistent with old-line San Francisco families who keep wealth behind trustee structures.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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