TAMALPAIS ASSET MANAGEMENT

Overview

Tamalpais Asset Management is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2025. The firm serves individuals, families and select institutional clients, offering financial planning and discretionary portfolio management focused on equity-first allocation. Fee arrangements are percentage-of-AUM and the business is owner-led. Investment behavior emphasizes exchange-traded equities as the primary building block of client portfolios, supported by separately managed account (SMA) capabilities for customization and tax management. The firm is not identified as an active ESG investor and does not act as a capital allocator; instead it selects third-party managers where appropriate for alternative and private strategies. Advisory activity centers on personalized portfolio construction for individuals, families and small-business clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices