Timbuktu Capital Management, LLC
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 131084
- Registered since
- June 3, 2022
- Website
- www.timbuktucapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI79.58%
- Individuals15.83%
- Pension & Profit Sharing Plans2.77%
- Charitable Organizations1.71%
- Corporations / Businesses0.13%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Timbuktu Capital Management, LLC is an independent, SEC-registered registered investment adviser that began its SEC registration in 2022 and is organized as a limited liability company. Ownership is held by an individual and the firm serves both individual/family clients and institutional clients. Fee arrangements include a percentage-of-AUM model alongside hourly and fixed-fee engagements, and the firm provides a mix of financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and educational seminars or workshops. The firm does not act as a capital allocator and is not identified as an active ESG investor or a multistate adviser.
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
- Public Funds/Mutual Funds73%
- Exchange Traded Equities10%
- State & Local Bonds5%
- Investment Grade Corp Bonds5%
- Cash & Cash Equivalents5%
Contacts
3 of 4Ngone Samb
MemberCRD 7942251
Ousmane Diagne
Principal and Portfolio ManagerCRD 4037071
Barthelemy Faye
MemberCRD 4813941
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 174Active vs passive
$59.5M in ETFs
97%
$57.7M
1%
$1.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $9.1M | 12,402 | 15.36% |
Location
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 177 Huntington Ave
- Time zone
- ET (UTC-5)
- Office locations
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