Tiburon Capital Advisors LLC

RIAState Registered
Total AUM
$25K
Discretionary
$25K
100% of AUM
Avg account
$25K
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
331466
Fee structure
Percentage of AUM
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Tiburon Capital Advisors LLC is an independent, Missouri-registered LLC that provides portfolio management for individuals and small businesses. The firm is owner-operated and charges clients on a percentage-of-assets-under-management basis. Its ADV indicates the client base is primarily individual and family investors rather than institutional or pension clients. The firm does not identify itself as an ESG investor, multi-state adviser, pension consultant, related adviser, or capital allocator. Its stated advisory activity focuses on discretionary portfolio management for individual and small business clients.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Cash & Cash Equivalents 100%100%
  • Cash & Cash Equivalents100%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth