Investment adviser · CRD 164937
TUTTLE CAPITAL MANAGEMENT, LLC
Investment adviser filing (IA)
· Form ADV filed Sep 21, 2026
- Regulatory AUM
- $5.5B Form ADV · Item 5.F
- Client accounts
- 81 Accounts, not individual clients
- Employees
- 21 Reported in this filing
- Advisory professionals
- 8 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 |
|---|---|---|---|
| Investment companies | 78 | $5,501,580,000 | 100.0% |
| Pooled investment vehicles | 3 | $0 | 0.0% |
Filing source
Form ADV 2133802 · Sep 21, 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: Sep 21, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly
Principal office
CRD 164937
Filing source
Form ADV 2133802 · Sep 21, 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.