TRANQUILITY PARTNERS, LLC

Overview

Tranquility Partners, LLC is an independent, SEC-registered RIA structured as an LLC and operating as a capital allocator for both individuals/families and institutional clients. The firm charges fees as a percentage of AUM and provides financial planning and portfolio management for individuals and small businesses. Investment activity blends public equities and passive ETFs with a meaningful allocation to private funds: the firm's most used asset type is private funds, reflecting active selection of third‑party alternative managers rather than a pure do‑it‑yourself model. Public equity exposure is implemented through a mix of individual stocks and ETFs, with a stock‑heavy tilt in the 13F sleeve and ETFs used for tactical or broad market exposure. Tranquility Partners is not an active ESG investor and primarily operates under a discretionary mandate for the bulk of client assets. As an owner‑managed adviser formed in 2018, it emphasizes manager selection and external fund allocations as a core part of its investment toolbox.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices