Team Financial Strategies

Asset Manager SEC-registered adviser

Legal name: J. Team Financial, Inc.

Abilene, TX Website

AUM

$262.0M
Regulatory AUM

Private funds

1
Other 1

Private fund assets

$9.7M
Gross asset value

Employees

11

Last Form D raise

—

From SEC Form ADV filing (filed Aug 18, 2026). View on SEC

People(1)

Owners and executive officers named on the firm's SEC Form ADV.

Funds(1)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Tfs Private Opportunities Fund, LPOther$9.7M———

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
134104
SEC file number
801-78596

Sources