Tigress Financial Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$12,832,863
Total clients
14
100% high-net worth
Total advisors
2
of 5 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
7
Average account size
$916,633
About
Tigress Financial Partners, LLC provides discretionary and non‑discretionary portfolio management and investment advisory services primarily to high‑net‑worth individuals and some corporate clients. The firm manages roughly $12.8 million for a small client base, uses model portfolios, and offers access to private alternative investments for eligible clients.
Tigress tailors Investment Policy Statements to each client and applies fundamental, quantitative, and modern portfolio theory in constructing portfolios, using strategies that can include long‑ and short‑term trading, options, margin, and short sales. Clients receive monthly custodian account statements and at least quarterly written reports from the firm, and the firm also participates in wrap‑fee programs that bundle management, transaction, and administrative fees.
Distinctive features include its dual role as a FINRA broker‑dealer and an investment adviser with certain supervised persons registered as representatives who may receive commissions; the brochure discloses that these arrangements are documented as conflicts of interest and that clients may purchase recommended products through other brokers. The firm also notes a past arbitration settlement available on the public adviserinfo record and that it has withdrawn federal (SEC) registration and now operates under state notice filings in certain jurisdictions.
Client services
Expertise
Occupation focus
Fee options
$0 - $249,999: 2.25% $250,000 - $499,999: 2.00% $500,000 - $999,999: 1.75% $1,000,000 - $4,999,999: 1.50% $5,000,000 - $9,999,999: 1.25% $10,000,000 - And Up: 1.00%
Commissions accepted for sale of securities and mutual funds; not primary source of compensation.
Main office location
Tigress Financial Partners LLC
410 Park Avenue, 12 Th Floor
New York NY 10022, United States
Number of offices
2
Most active in
Florida · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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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.
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