Tigress Financial Partners LLC logo

Tigress Financial Partners LLC

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 The firm also notes a past arbitration settlement available on the public adviserinfo record and that it has withdrawn federal (SEC) registration and now operates under state notice filings in certain jurisdictions.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

Portfolio management

Expertise

Private / alternative investments Options & derivatives strategies

Occupation focus

Founder/Business Owner

Fee options

Percentage

$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

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

Warmer team member

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