Investment adviser · CRD 301017
TAMALPAIS ASSET MANAGEMENT
Investment adviser filing (IA)
MOUNT TAMALPAIS ASSET MANAGEMENT, LLC
LARKSPUR, CA, United States · Form ADV filed Aug 31, 2026
- Regulatory AUM
- $263M Form ADV · Item 5.F
- Client accounts
- 689 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 74 | $200,865,761 | 76.5% |
| Individuals | 187 | $61,234,949 | 23.3% |
| Other clients | Fewer than 5 | $344,740 | 0.1% |
| Charities | Fewer than 5 | $64,774 | 0.0% |
Filing source
Form ADV 2129148 · Aug 31, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 31, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets
Principal office
900 LARKSPUR LANDING CIRCLE, SUITE 100LARKSPUR, CA, 94939, United States
CRD 301017
Filing source
Form ADV 2129148 · Aug 31, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.