Tuttle Capital Management, LLC

RIASEC RegisteredEst. 2012

Total AUM

$3.9B

Discretionary

$3.6B

93% of AUM

Avg account

$68.6M

Accounts

57

Employees

14

Advisory reps

5

Firm details

Headquarters: ,
CRD number: 164937
Registered since: August 14, 2012
Website: www.tuttlecap.com
Fee structure: Percentage of AUM, Other
Client types: Investment Companies100%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Tuttle Capital Management, LLC is an institutional Registered Investment Adviser organized as an LLC and SEC-registered since 2012. The firm serves institutional clients and operates under a percentage-of-AUM fee model (and other fee arrangements). It lists CPO/CTA among its business activities and provides portfolio management services for investment companies, pooled investment vehicles, and businesses or institutions. The firm does not identify as an active ESG investor and is not marked as a multi-state adviser in the source snapshot.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

3 of 4

Matthew Tuttle
CEO & Chief Investment OfficerCRD 2158477
Manoj Pombra
Deputy Chief Compliance OfficerCRD 1993850
Murray Ruggiero Iii
Chief Operating OfficerCRD 8003842

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Contacts

1 of 1

Alexander Goff
Capital Markets AnalystCRD 8097344

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 5

Active vs passive

$4.7M in ETFs

Passive

80%

$3.8M

Active

20%

$953K

ETF	Provider	Style	Category	Value	Shares	% of portfolio
FRANKLIN TEMPLETON DIGITAL HOLDINGS TRUST (EZBC)	Franklin Templeton	Passive	Digital Assets	$1.4M	40,102	28.83%

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Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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