TENZING FINANCIAL LLC

Overview

Tenzing Financial LLC is an independent registered investment adviser that provides financial planning, portfolio management for individuals and small businesses, and manager selection services. The firm is SEC-registered as of 2025 and is structured as a limited liability company owned by an individual. Its client focus is individual and family relationships; compensation comes from a mix of percentage-of-AUM fees and flat fees. Tenzing identifies as a capital allocator, meaning it places client capital with third‑party managers in addition to using pooled public funds. The adviser is not positioned as an ESG-driven manager and does not operate as a multi-state or pension consultant practice according to its disclosures. Its service offering centers on tailored planning and discretionary portfolio management, with the ability to select outside advisers when strategies require specialist managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices