TANAKA CAPITAL MANAGEMENT INC
Firm details
- Headquarters
- GREENWICH, Connecticut
- CRD number
- 109888
- Registered since
- February 10, 1987
- Website
- tanaka.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Investment Companies53.46%
- HNWI27.79%
- Pension & Profit Sharing Plans13.1%
- Individuals5.66%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Tanaka Capital Management Inc. is a privately owned corporate RIA that has been SEC-registered since 1987. The firm provides discretionary portfolio management across individual and family clients as well as institutional accounts. Its advisory scope includes separately managed portfolio services for individuals/small businesses, investment companies, and other business or institutional clients. Fees are charged as a percentage of assets under management and via fixed-fee arrangements. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities90%
- Cash & Cash Equivalents9%
- US Government Bonds1%
Contacts
1 of 1GRAHAM TANAKA
PresidentCRD 2596702
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 6Active vs passive
$28.6M in ETFs
100%
$28.6M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P SMALL-CAP ETF (IJR) | BlackRock | Passive | Small Blend | $28.4M | 220,216 | 99.32% |
Location
GREENWICH, CT
FAIRFIELD
Location
GREENWICH, CT
Headquartered in GREENWICH, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- FAIRFIELD
- Address
- 777 W Putnam Ave
- Time zone
- ET (UTC-5)
- Office locations
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