Tiburon Capital Advisors LLC
Firm details
- Headquarters
- ,
- CRD number
- 331466
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Tiburon Capital Advisors LLC is a small, individually owned limited liability company that provides portfolio management services to individuals and small businesses. The firm charges fees as a percentage of assets under management and focuses on discretionary portfolio management rather than pension or institutional consulting. It does not characterize itself as an active ESG investor and is not designated as a multi-state adviser in the supplied filing. The firm’s filings classify it as unclassified and indicate it is not a capital allocator or part of a related-adviser structure. Advisory activity is centered on direct portfolio management for private clients, which suggests a client-facing, managed-account model rather than model delivery or sub-advisory to other firms.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents100%
Owners & executives
1 of 1Aaron Keener-Smith
Founder and CEOCRD 7684653
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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