SIMI VALLEY, CACRD 137514Latest ADV April 30, 2026
Tortuga Advisers LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Simi Valley, CA. Its latest Form ADV filing, dated April 30, 2026, reports $564M in regulatory assets under management, 1 employee, and 40 accounts.
Assets Under Management
$564M
Employees
1
Offices
--
Total Clients
40
Primary office
SIMI VALLEY, CA
2655 FIRST STREET, SUITE 130, SIMI VALLEY, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 97.5% of total clients.
Top client categories% of clientsClients
1
HNWI
97.5%
39
2
Charitable
2.5%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$564Mas of April 30, 2026
Discretionary100.0%
$564M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$564M
Total Accounts40
10Y AUM Change+$233M (+70.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee40:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.