Tadpole Investments LLC

Overview

Tadpole Investments LLC is an independent registered investment adviser operating as a limited liability company owned by an individual. The firm focuses on serving individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its fee arrangements are flexible and include a percentage-of-AUM charge, hourly billing, and the option of performance-based fees. Tadpole reports that it does not position itself as a capital allocator, does not self-identify as an ESG investor, and is not a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives