TL-B CAPITAL MANAGEMENT

Overview

Tl-B Capital Management is a small, fee-based investment adviser that focuses on portfolio management for individuals and small businesses. The firm runs a discretionary model, placing a heavy emphasis on publicly traded equities as the primary vehicle for client exposure. Its business model is a straightforward percentage-of-AUM fee structure and its client mix combines high-net-worth individuals and families with a limited number of institutional relationships. The adviser does not present itself as an ESG specialist and does not act as a pension consultant or multi-state adviser. Investment activity centers on equity allocation rather than fixed income or alternative primary strategies. Given the concentration in exchange-traded equities, the firm appears to favor liquid, tradable instruments that support tactical rebalancing and efficient portfolio implementation. Portfolio management services are tailored to individual and small-business clients, which suggests customized account-level construction rather than a one-size-fits-all product.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices