CRD: 155294
Tourmaline Capital Management LLC
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- Custodian
- Charles Schwab & Company · Interactive Brokers · SSG
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-02-2011
- Office Locations
- 1
Office Locations
About Tourmaline Capital Management LLC
Tourmaline Capital Management is a San Francisco-based RIA providing fee-only, fiduciary separately managed accounts for individuals and families across brokerage, trust, and retirement accounts. Portfolios are built around client goals as distinct, customized mandates, with an ETF-centric implementation and selective use of cash and U.S. government bonds. Independent firm that does not accept third-party payments.
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Investment Vehicles
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Owner & Executives
MARK SCOTT LOVETT
Founder, Investment Advisor, INVESTMENT MANAGER
- CRD
- #5861118
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,499,333 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,499,333 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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