Tamarisk Capital Management

RIASEC RegisteredEst. 2025
Total AUM
Avg account
$0
Accounts
0
Employees
3
Advisory reps
3

Firm details

Headquarters
Holland, Michigan
CRD number
339175
Registered since
December 4, 2025
Fee structure
Percentage of AUM
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Tamarisk Capital Management is organized as a limited liability company and is registered with the SEC as an institutional registered investment adviser (registration listed in 2025). The firm’s stated client focus is institutional investors, and its principal advisory activity is portfolio management for investment companies. Compensation is on a percentage-of-assets-under-management basis. Ownership is described as a combination of a domestic entity and an individual. The firm’s regulatory profile indicates it is not an ESG-focused investor, does not operate as a capital allocator, is not a pension consultant, and is not identified as a related adviser. Its listed industry affiliation is “Other Investment Adviser.”

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Lonny Elfenbein

    Lonny Elfenbein

    Chief Compliance OfficerCRD 2937038

  • Aaron Clark

    Aaron Clark

    Partner, Financial Advisor, CEOCRD 5346975

  • Ryan Gorman

    Ryan Gorman

    Chief Investment OfficerCRD 6093708

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Holland, MI

Ottawa

Location

Holland, MI

Headquartered in Holland, MI, anchoring the Grand Rapids-Kentwood-Muskegon, MI metro in the Midwest.

Metro area
Grand Rapids-Kentwood-Muskegon, MI
Region
Midwest
County
Ottawa
Address
305 Hoover Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth