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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-02-2025
- Office Locations
- 1
Office Locations
About Tadpole Investments LLC
Tadpole Investments LLC is a Stamford, CT-based RIA providing investment and wealth planning, portfolio construction, and insurance/life-insurance planning for retail clients, including qualified purchasers. Portfolios emphasize ETF-based allocations with mutual funds, incorporating asset allocation and socially responsible investing, with flexibility for alternatives, real estate, and fixed income. Custodies through Interactive Brokers.
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Owner & Executives
GABRIEL ELIAS NARDI
Chief Compliance Officer, Managing Member
- CRD
- #6549907
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,995,039 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,995,039 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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