T
$25.0K Total AUM
$25.0K Disc. AUM
-- 3Y CAGR
1 Employees
2 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-20-2024
- Office Locations
- 1
Office Locations
-- Lake ST Louis MO
About Tiburon Capital Advisors LLC
Tiburon Capital Advisors LLC is a Lake ST Louis-based RIA. The firm has been operating for 1 years. Managing $25.0K in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$25.0K AVG AUM / ADVISOR
$12.5K AVG AUM / CLIENT
0.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Services
Available
Owner & Executives
A
Aaron J Keener-Smith
Chief Compliance Officer, Managing Member
- CRD
- #7684653
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $25,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Total | Available | Available |
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