TORTUGA ADVISERS LLC
Firm details
- Headquarters
- SIMI VALLEY, California
- CRD number
- 137514
- Registered since
- November 18, 2005
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI93.72%
- Charitable Organizations6.28%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Tortuga Advisers LLC is an SEC-registered advisory firm that provides portfolio management for individuals and small businesses. The firm has operated as a limited liability company since registering with the SEC in 2005 and is owned by an individual. Its client base includes high-net-worth individuals, families and some institutional relationships. Fee arrangements include a percentage-of-AUM model as well as fixed fees. Tortuga reports it is not an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities78%
- US Government Bonds15%
- Cash & Cash Equivalents6%
- Investment Grade Corp Bonds1%
Contacts
1 of 1MICHAEL SCHAIBLE
PresidentCRD 852930
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SIMI VALLEY, CA
VENTURA
Location
SIMI VALLEY, CA
Headquartered in SIMI VALLEY, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- VENTURA
- Address
- 2655 1st St
- Time zone
- PT (UTC-8)
- Office locations
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