Tamalpais Asset Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Larkspur, CA. Its latest Form ADV filing, dated March 24, 2026, reports $263M in regulatory assets under management, 4 employees, 1 office, and 689 accounts.
Assets Under Management
$263M
Employees
4
Offices
1 office
Total Clients
264
Primary office
LARKSPUR, CA
900 LARKSPUR LANDING CIRCLE, SUITE 100, LARKSPUR, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 70.8% of total clients.
Top client categories% of clientsClients
1
Individuals
70.8%
187
2
HNWI
28.0%
74
3
ALTS
0.8%
2
4
Charitable
0.4%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$263Mas of March 24, 2026
Discretionary100.0%
$263M
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.
Total AUM$263M
Total Accounts689
10Y AUM Change+$53M (+25.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee66:1
10Y Employee Change-1 (-20.0%)
* 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.