Tuvin & Tuvin, Ltd.

Overview

Tuvin & Tuvin, Ltd. is a small, independent registered investment adviser that combines advisory work with real estate brokerage activity. The firm focuses on financial planning and discretionary portfolio management for individual and family clients, including small-business owners. Its fee model includes fixed fees and performance-based fees, indicating engagement structures that can vary by mandate. Investment activity centers on listed equities and exchange-traded strategies, with equities identified as the firm’s preferred asset type. The adviser also uses third-party alternative managers—specifically hedge funds and real estate vehicles—to complement public holdings. Given the firm’s single-office, single-client footprint, its approach appears tailored and hands-on rather than scale-driven. Tuvin & Tuvin, Ltd. is not set up as a capital allocator and does not position itself as an active ESG investor. The firm serves a narrow client base, operating as an independent RIA tied to one office location.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices