Timbuktu Capital Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$94,035,808
This total excludes 7 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
115
41% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
115
Very HighAverage account size
$817,703
About
Timbuktu Capital Management is a boutique wealth management firm that manages roughly $98.6 million for individuals, high‑net‑worth clients, families, entrepreneurs, small business owners, corporations, trusts, and estates. The firm provides comprehensive written financial plans, modular planning consultations, discretionary portfolio management, project‑based corporate financial consulting, and educational seminars or webinars.
The firm’s investment process combines fundamental and technical analysis with Modern Portfolio Theory to construct diversified portfolios that typically rely on mutual funds, exchange‑traded funds, and fixed income, while also permitting hedging strategies such as options. Uncommonly for peers of this size, the firm will employ margin (borrowing) in separately managed accounts and uses derivatives in client accounts when consistent with a client’s objectives.
Distinctive features include a regular program of educational seminars tailored to immigrants that cover U.S. market basics and account setup, plus the principal’s provision of EB‑5 immigrant investor consultations and limited real estate brokerage support—each disclosed as potential conflicts of interest. The firm also uses institutional custodial platforms and an international brokerage arrangement for non‑U.S. clients, indicating an operational focus on cross‑border and specialized client needs.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Advisory consultations
Expertise
Equity compensation tax strategy
Active portfolio management
Occupation focus
Executive
Founder/Business Owner
Demographic focus
Immigrants
Fee options
Comprehensive Financial Plans: $1,850 to $7,850 fixed fee; Corporate Financial Management Consultations: $5,000 to $25,000 fixed fee per engagement; Educational Seminars: flat fee or per person rate starting at $200
$250,000 - $499,999: 0.90% $500,000 - $999,999: 0.85% $1,000,000 - $4,999,999: 0.75% $5,000,000 - $14,999,999: 0.60% $15,000,000 - $39,999,999: 0.45% $40,000,000+: Negotiable
$250 to $385 per hour for financial planning consultations
Account minimum: $250,000 Fee-only: Comprehensive Financial Plans: $1,850 to $7,850 fixed fee; Financial Planning Consultations: $250 to $385 per hour; Corporate Financial Management Consultations: $5,000 to $25,000 per engagement; Educational Seminars: $200 and up, flat or per person fee
Main office location
Timbuktu Capital Management, LLC
177 Huntington Ave, 17 Th Floor
Boston MA 02115, United States
Number of offices
2
Most active in
Timbuktu Capital Management, LLC has reported serving >5 clients in these states in the last 12 months.
California · Massachusetts · New Jersey · New York
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:
-
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.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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.
-
Lawyer
They provide legal services, typically billed separately.
-
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.
Quick links
LinkedIn
Facebook
Instagram
YouTube
Website
(857) 419-3809
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