Tourmaline Capital Management LLC

Overview

Tourmaline Capital Management LLC is a small, privately owned advisory firm focused on discretionary portfolio management for individuals and small businesses. The firm charges a percentage-of-assets fee and concentrates client portfolios on liquid, exchange-traded securities. Its registered activities emphasize direct portfolio management rather than institutional consulting or broad capital allocation. Tourmaline is not positioned as an ESG investor, does not report multi-state advisory operations, and does not identify itself as a pension consultant or related adviser. The firm's scale and account counts suggest a highly client-focused practice that manages portfolios directly rather than operating large pooled vehicles. Custody relationships with both a traditional custodian and a low-cost, execution-focused broker indicate a mix of buy-and-hold ETF exposure plus the capability for more active equity trading when needed.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices