Tourmaline Capital Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 155294
- Website
- www.tourmalinecap.com
- Custodians
- CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI67.72%
- Individuals32.28%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Tourmaline Capital Management LLC is an independent, owner-operated registered investment adviser that focuses on portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management and reports a client base made up of individual and family investors rather than institutional mandates. Tourmaline is not structured as a capital allocator and indicates it is not an active ESG investor; it also reports no multi-state advisory footprint. Advisory activity centers on discretionary portfolio management. The firm’s owner type is individual and it operates as a limited liability company. Other reported characteristics: it does not serve as a pension consultant, is not affiliated with a related adviser, and is not newly formed.
Assets & Accounts
Public Holdings
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 Equities94%
- Cash & Cash Equivalents5%
- US Government Bonds1%
Contacts
1 of 1
Mark Lovett
FounderCRD 5861118
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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