Tenzing Financial LLC

Overview

Tenzing Financial LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and serves as a capital allocator through selection of third‑party advisers. Its fee model combines percentage‑of‑AUM billing with fixed fees. Tenzing does not position itself as an ESG specialist and is not registered as a multistate adviser. Tenzing’s activity profile shows a client focus on individual and family relationships rather than institutional or pension consulting mandates. The firm registered with the SEC in 2025 and identifies capital allocation—sourcing and allocating client capital to external managers—as part of its service set.

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Location & Offices