Tiburon Capital Advisors LLC
Firm details
- Headquarters
- ,
- CRD number
- 331466
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Tiburon Capital Advisors LLC is an independent, Missouri-registered LLC that provides portfolio management for individuals and small businesses. The firm is owner-operated and charges clients on a percentage-of-assets-under-management basis. Its ADV indicates the client base is primarily individual and family investors rather than institutional or pension clients. The firm does not identify itself as an ESG investor, multi-state adviser, pension consultant, related adviser, or capital allocator. Its stated advisory activity focuses on discretionary portfolio management for individual and small business clients.
Assets & Accounts
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
- Cash & Cash Equivalents100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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