TIGER & BULLDOG MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
LOS GATOS, California
CRD number
325736

Firm profile

FINTRX

Overview

Tiger & Bulldog Management, LLC operates as a small, single-owner limited liability company focused on private investment activity rather than running a broad retail advisory business. The firm’s public footprint is limited; its documented investment activity centers on a privately advised real estate fund. Regulatory classifications are minimal and the firm does not present itself as an active ESG investor or a multi-state advisory platform. From the available information, the organization appears to concentrate on managing a narrowly scoped fund vehicle rather than maintaining a diversified advisory roster of public equity or ETF mandates.

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

Contacts

1 of 1
  • ADAM LEVY

    FounderCRD 1804480

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

LOS GATOS, CA

SANTA CLARA

Location

LOS GATOS, CA

Headquartered in LOS GATOS, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SANTA CLARA
Address
15559 Union Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth