|
⚲
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| Tortuga Advisers LLC
✚
| |
|---|---|
| CRD # | 137514 |
| SEC # | 801-64857 |
| CIK # | |
| AUM | $481.6 MM (2024-03-29) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 626-683-2200 |
| Address | 2655 First Street Simi Valley, CA 93065-3737 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 39 | 449.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 31.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 40 | 481.6 |
| By Discretionary | ||
| Discretionary | 1 | 41.5 |
| Non-Discretionary | 39 | 440.1 |
| Total | 40 | 481.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 481.6 | |
| Total | 40 | 481.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Northwest Financial Services Inc
✚
|
IN | 0.5 |
|
Meridian Investment Counsel Inc
✚
|
CA | 0.5 |
|
ZRC Wealth Management LLC
✚
|
CA | 0.5 |
|
McGowan & Co LLP
✚
|
PA | 0.5 |
|
Evernest Financial Advisors
✚
|
IN | 0.5 |
|
Meritas Wealth Management LLC
✚
|
CA | 0.5 |
|
Hemsley Advisors Ltd
✚
|
IL | 0.5 |
|
Allen Wealth Management LLC
✚
|
NC | 0.5 |
|
Shikiar Asset Management Inc
✚
|
NY | 0.5 |
|
Independent Investors Inc
✚
|
NY | 0.5 |