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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Tortuga Advisers LLC
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|---|---|
| CRD # | 137514 |
| SEC # | 801-64857 |
| CIK # | |
| AUM | $527.0 M (2025-03-31) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 626-683-2200 |
| Address | 2655 First Street Simi Valley, CA 93065-3737 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 39 | 493.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 33.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 40 | 527.0 |
| By Discretionary | ||
| Discretionary | 1 | 42.6 |
| Non-Discretionary | 39 | 484.4 |
| Total | 40 | 527.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 527.0 | |
| Total | 40 | 527.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wolff Financial Management LLC
✚
|
MI | 0.5 |
|
Red Lighthouse Investment Management LLC
✚
|
0.5 | |
|
GEM Asset Management LLC
✚
|
MI | 0.5 |
|
Lawrence W Kelly & Associates Inc
✚
|
CA | 0.5 |
|
Fortem Financial Group LLC
✚
|
CA | 0.5 |
|
The JUNK Investment Group LLC
✚
|
MD | 0.5 |
|
Richardson Capital Management LLC
✚
|
WI | 0.5 |
|
Innovative Wealth Building LLC
✚
|
MD | 0.5 |
|
Kennerman Associate Inc
✚
|
NY | 0.5 |
|
M Kraus & Company
✚
|
VT | 0.5 |