Tiburon Capital Advisors LLC

RIASEC Registered
Total AUM
$25K
Discretionary
$25K
100% of AUM
Avg account
$25K
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
331466
Fee structure
Percentage of AUM
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Tiburon Capital Advisors LLC is a small, individually owned limited liability company that provides portfolio management services to individuals and small businesses. The firm charges fees as a percentage of assets under management and focuses on discretionary portfolio management rather than pension or institutional consulting. It does not characterize itself as an active ESG investor and is not designated as a multi-state adviser in the supplied filing. The firm’s filings classify it as unclassified and indicate it is not a capital allocator or part of a related-adviser structure. Advisory activity is centered on direct portfolio management for private clients, which suggests a client-facing, managed-account model rather than model delivery or sub-advisory to other firms.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Cash & Cash Equivalents 100%100%
  • Cash & Cash Equivalents100%

Owners & executives

1 of 1
  • Aaron Keener-Smith

    Founder and CEOCRD 7684653

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth