# Tenet Portfolio Management

> Tenet Portfolio Management is a state-registered investment advisory firm, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 14, 2026.

- CRD: 339025
- Filed as: TENET PORTFOLIO MANAGEMENT
- Legal name: Tenet Investments LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Kentucky
- Filing period: October 2026
- Form ADV filing dated: July 14, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/339025
- AdvisorCensus page: https://advisorcensus.com/firm/tenet-portfolio-management-339025

## Quick answers

**How is Tenet Portfolio Management compensated?**
On its Form ADV (Item 5.E, October 2026), Tenet Portfolio Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Is Tenet Portfolio Management registered with the SEC or a state?**
Tenet Portfolio Management is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 339025.

**How much does Tenet Portfolio Management manage?**
Tenet Portfolio Management reports $0 in regulatory assets under management in its Form ADV filing dated July 14, 2026.

**Does Tenet Portfolio Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/339025

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: KY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- tenetportfolio.com
- Facebook @TenetPortfolioManagement
- Instagram @tenet.portfolio.management
- LinkedIn @tenet-portfolio-management
- LinkedIn @lutz-matt
- X @TenetPortfolio
- YouTube @UC1fhtPcIa46VirT6EWFijFQ

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tenet Portfolio Management (CRD 339025): Form ADV filing data as of October 2026.