Tamalpais Asset Management

Overview

Tamalpais Asset Management is organized as a limited liability company and operates as an independent, SEC-registered registered investment adviser (registration listed in 2025). The firm is owned by an individual and serves both individual and family clients as well as institutional relationships. Its advisory work centers on financial planning and portfolio management for individuals and small businesses, and it charges fees based on a percentage of assets under management. The firm does not identify itself as a capital allocator; instead it uses third-party managers for alternative exposures. It does not list active ESG investing among its stated practices.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices