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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-02-2019
- Office Locations
- 2
Office Locations
About Tamalpais Asset Management
Tamalpais Asset Management provides wealth management and 401(k) advisory services, combining actively managed, broadly diversified portfolios (often ETF-based) with options-driven dynamic hedging and selective alternatives such as venture capital and commercial real estate. The firm also delivers estate planning and tax/risk-mitigation support, including trusts and gifting, major-decision tax analysis, insurance review, and family-office help with structure, processes, and technology. Custody includes Schwab and Interactive Brokers.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MICHAEL ANTHONY BRISTOW
Chief Compliance Officer, Managing Member
- CRD
- #3182862
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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WAYNE CAMERON BEST
--
- CRD
- #4324237
BRADLEY SCOTT STEPHENS
Investment Advisor
- CRD
- #2296026
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $262,510,224 | $381,002 |
| Non-Discretionary | $0 | -- |
| Total | $262,510,224 | $381,002 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Derivatives | Available | Available |
| Equity - OTC | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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