Tiburon Capital Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$25,000
Total clients
1
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
1
Average account size
$25,000
About
Tiburon Capital Advisors provides discretionary and non-discretionary investment management, investment policy statement development, and investment menu selection primarily for accredited and high‑net‑worth individuals and small businesses, and it discusses rollover/IRA advice in its brochure. The firm’s ADV also notes it serves other investment‑adviser clients and states an account minimum of $100,000 that may be waived.
The brochure describes a combined tactical (short‑term) and strategic (medium‑ to long‑term) investment approach that uses model allocations alongside bespoke recommendations, documents risk tolerance in an Investment Policy Statement, and permits use of a range of instruments — including ETFs, options, margin, non‑liquid alternative investments, and exposure to publicly traded products tied to digital currencies. For discretionary accounts the firm is authorized to trade without prior consent and may have limited authority to direct custodians to deduct advisory fees with client authorization.
Compared with many solo independent advisers, the firm’s filing is notable for reporting $0 in discretionary and non‑discretionary assets as of December 2024 while nonetheless setting a $100,000 account minimum and describing a broad menu of permitted strategies and products. The brochure also discloses that the firm does not accept performance‑based fees, does not vote client proxies, and requires clients to maintain custody with specified custodians and generally does not permit directed brokerage.
Client services
Portfolio management
Expertise
Private / alternative investments
Active portfolio management
Fee options
Up to 1.50% annually (negotiable based on account size, complexity, etc.)
Account minimum: $100,000
Most active in
Tiburon Capital Advisors LLC has reported serving >5 clients in these states in the last 12 months.
Missouri
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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