TIMBUKTU CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 131084
- Registered since
- June 3, 2022
- Website
- www.timbuktucapital.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds73%
- Exchange Traded Equities10%
- State & Local Bonds5%
- Investment Grade Corp Bonds5%
- Cash & Cash Equivalents5%
Contacts
3 of 4Ngone Samb
MemberCRD 7942251
OUSMANE DIAGNE
Investment ManagerCRD 4037071
BARTHELEMY FAYE
MemberCRD 4813941
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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