Tuliptree Advisors

Overview

Tuliptree Advisors is a small, independent registered investment advisor organized as an LLC that focuses on financial planning and discretionary portfolio management for individuals, families and small businesses, with the capacity to serve institutional or business accounts as well. The firm charges clients through a mix of asset-based fees, hourly billing and fixed fees and offers educational seminars and pension consulting in addition to ongoing advisory services. It identifies as an active ESG investor and shows a clear preference for liquid, exchange-traded equity exposure as the central building block of client portfolios. Investment activity is concentrated and hands-on: the adviser uses exchange-traded equities as the dominant sleeve, supplemented by mutual funds and a suite of third‑party alternative funds. Tuliptree does not appear to operate as a capital allocator itself; instead, it sources external managers for less liquid strategies while keeping public-market allocations easy to trade and monitor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices