Tomales Bay Capital

RIASEC RegisteredEst. 2019
Total AUM
$5.1B
Discretionary
$5.1B
100% of AUM
Avg account
$119M
Accounts
43
Employees
3
Advisory reps
2

Firm details

Headquarters
,
CRD number
298932
Registered since
October 10, 2019
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Tomales Bay Capital is organized as a limited partnership and has been SEC-registered since 2019. The firm operates as a manager of pooled investment vehicles, serving primarily institutional clients. It is classified across private equity, venture capital and as a multifaceted fund manager; the firm acts in sponsor and general partner capacities and serves as managing member of the pooled vehicles it runs. Compensation mixes a percentage-of-assets management fee with performance-based fees. Tomales Bay Capital does not present itself as an ESG investor and is not identified as a multi-state adviser or pension consultant.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Gina Cibuzar

    Chief Financial OfficerCRD 7799686

Contacts

1 of 1
  • Iqbaljit Kahlon

    Founder and Managing PartnerCRD 7023175

Wealth teams

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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