Tourmaline Capital Management LLC

RIASEC Registered
Total AUM
$4.5M
Discretionary
$4.5M
100% of AUM
Avg account
$281K
Accounts
16
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
155294
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 94%, Cash & Cash Equivalents 5%, US Government Bonds 1%94%
  • Exchange Traded Equities94%
  • Cash & Cash Equivalents5%
  • US Government Bonds1%

Contacts

1 of 1
  • Mark Lovett

    Mark Lovett

    FounderCRD 5861118

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

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth