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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Mount Tamalpais Asset Management LLC
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| CRD # | 301017 |
| SEC # | 801-132936 |
| CIK # | 0002035554 |
| AUM | $209.5 M (2025-06-24) |
| Employees | 5 (100% Investors, 40% Brokers) |
| Phone | 415-723-8300 |
| Address | 900 Larkspur Landing Circle Larkspur, CA 94939 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 682 | 209.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 682 | 209.5 |
| By Discretionary | ||
| Discretionary | 682 | 209.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 682 | 209.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 209.5 | |
| Total | 682 | 209.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0002035554] |
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|---|---|---|
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MI | 0.2 |
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Thinagee Investments Inc
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MD | 0.2 |
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Thrive Retirement Specialists LLC
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0.2 | |
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Stegent Equity Advisors Inc
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TX | 0.2 |
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Dragus Capital LLC
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FL | 0.2 |
|
Blue Capital Inc
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NE | 0.2 |
|
Tenon Financial LLC
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NJ | 0.2 |
|
ADC Wealth Management LLC
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NY | 0.2 |
|
Park Square Financial Group LLC
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GA | 0.2 |
|
Ryan Investment Management Inc
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|
CO | 0.2 |