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Tam Holdings LLC
Tam Holdings LLC is an SEC-registered investment adviser since 2019. The firm manages $171 million in assets, with $162 million on a discretionary basis.
Tam Holdings LLC
Tam Holdings LLC is an SEC-registered investment adviser since 2019. The firm manages $171 million in assets, with $162 million on a discretionary basis. It has one employee and one investment adviser.
General information
Firm type
Single Family Office
Year founded
2005
Location
Region
North America
Country
United States
City
Bloomfield Hills
Corporate office
Bloomfield Hills, MI, United States
Additional offices
San Francisco, CA · Woodland Hills, CA
Principals
Andrew B. Scholz
Founder & Managing Partner
Sector focus
Frequently asked questions
Who runs investment decisions at Tam Holdings?
Andrew B. Scholz serves as Founder and Managing Partner, overseeing all investment activities. He built the family office from wealth generated through legal services and technology ventures. No other investment professionals are publicly named.
How does Tam Holdings source proprietary deal flow?
The firm sources deals through a network of legal industry contacts, private equity sponsors, and regional business relationships across its three offices. The geographic diversity provides access to different deal ecosystems — Midwest industrial companies, California technology startups, and Southern California real estate.
Is Tam Holdings structured as a single family office or does it operate more like a venture firm?
Tam Holdings is a single-family office managing the capital of founder Andrew B. Scholz. It makes direct investments and co-investments but does not manage third-party capital. The firm does not raise commingled funds.
What investment stages does Tam Holdings typically target?
The firm invests across stages — from growth equity in technology companies to control buyouts in middle-market enterprises. The real estate portfolio focuses on income-producing commercial and industrial properties. Stage preference varies by sector but the firm does not typically make seed-stage bets.
Which sectors does Tam Holdings explicitly avoid?
Public filings do not list explicit avoided sectors. The firm's disclosed activity concentrates on legal tech, enterprise software, business services, and real estate. There is no public evidence of investments in life sciences, energy, or consumer discretionary sectors.
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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