TIMBUKTU CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2022
Total AUM
$98.6M
Discretionary
$98.6M
100% of AUM
Avg account
$287K
Accounts
344
Employees
3
Advisory reps
4

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
131084
Registered since
June 3, 2022
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI79.58%
  • Individuals15.83%
  • Pension & Profit Sharing Plans2.77%
  • Charitable Organizations1.71%
  • Corporations / Businesses0.13%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Timbuktu Capital Management, LLC is an independent registered investment adviser that positions itself as a multi-service wealth manager for individuals, families and institutional clients. The firm focuses on discretionary portfolio management and financial planning, supplemented by educational seminars and portfolio services for small businesses and institutions. Since its SEC registration in 2022 the firm has allocated the bulk of client assets to pooled public funds and mutual funds, while maintaining the capability to place capital into a broad array of alternative managers when client objectives call for less liquid or specialized strategies. Timbuktu uses a fee mix that includes percentage-of-AUM billing alongside hourly and fixed-fee arrangements, which supports both ongoing wealth management relationships and project-based planning work. The adviser does not identify as an active ESG investor and operates as an independent, owner-managed RIA.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 73%, Exchange Traded Equities 10%, State & Local Bonds 5%, Investment Grade Corp Bonds 5%, Cash & Cash Equivalents 5%, US Government Bonds 2%73%
  • Public Funds/Mutual Funds73%
  • Exchange Traded Equities10%
  • State & Local Bonds5%
  • Investment Grade Corp Bonds5%
  • Cash & Cash Equivalents5%

Contacts

3 of 4
  • Ngone Samb

    MemberCRD 7942251

  • OUSMANE DIAGNE

    Investment ManagerCRD 4037071

  • BARTHELEMY FAYE

    MemberCRD 4813941

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
177 Huntington Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth