Tusker Capital, LLC

RIASEC Registered
Total AUM
$2M
Discretionary
$2M
100% of AUM
Avg account
$500K
Accounts
4
Employees
1
Advisory reps
1

Firm details

Headquarters
Manhattan Beach, California
CRD number
158300
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI100%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Tusker Capital, LLC is an SEC-registered limited liability company operating as an institutional registered investment adviser that serves institutional clients. The firm is individually owned and focuses on fee arrangements that include both a percentage of assets under management and performance-based fees. Advisory services cover portfolio management for individuals and small businesses, pooled investment vehicles, and businesses or institutions. Tusker is not positioned as an ESG investor, does not act as a capital allocator, and does not list pension consulting or multi-state advisory activity.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 70%, Cash & Cash Equivalents 20%, US Government Bonds 10%70%
  • Exchange Traded Equities70%
  • Cash & Cash Equivalents20%
  • US Government Bonds10%

Owners & executives

1 of 1
  • Anuraag Shah

    Chief Investment Officer/Portfolio ManagerCRD 5990407

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

Manhattan Beach, CA

Los Angeles

Location

Manhattan Beach, CA

Headquartered in Manhattan Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
217 36th St
Time zone
PT (UTC-8)
Office locations

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