TARRAGON CAPITAL, LLC

Overview

Tarragon Capital, LLC is a small independent registered investment adviser focused on individual and family clients. The firm operates as a hands-on capital allocator that combines portfolio management and financial planning with fee structures that include a percentage of assets under management and hourly charges. Its advisory services include portfolio management for individuals and small businesses, financial planning, pension consulting support and the selection of other advisers, which signals a hybrid model of direct portfolio construction and manager-sourced allocations. Investment activity centers on publicly traded equities: the firm shows a clear preference for exchange-traded securities as the primary building blocks of client portfolios. At the same time, Tarragon Capital supplements those core equity exposures with allocations to third‑party alternative managers—specifically hedge fund and real estate strategies—when appropriate for client objectives. The firm does not position itself as an ESG-focused investor and operates as a single-state adviser in the way it reports its activities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices