Tal Schwartz
Investment adviser representative at Ai Funds
20 yearsExperience
1 stateRegistered in
$2.1MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
20 years in the industry.
- Actualize CapitalAug 2018 to now
- Ai Funds Inc.May 2018 to now
- ClicktaleJan 2006 to Aug 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
Ai Funds
Legal name: Ai Funds, Inc.
$2.1MAssets managed
4Clients
3Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2935759
- Firm CRD
- 328886