Overview
Assets Under Management: $99 million
Headquarters: BOSTON, MA
High-Net-Worth Clients: 47
Average Client Assets: $1.7 million
Frequently Asked Questions
TIMBUKTU CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #131084), TIMBUKTU CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
TIMBUKTU CAPITAL MANAGEMENT, LLC is headquartered in BOSTON, MA.
TIMBUKTU CAPITAL MANAGEMENT, LLC serves 47 high-net-worth clients according to their SEC filing dated March 28, 2026. View client details ↓
According to their SEC Form ADV, TIMBUKTU CAPITAL MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and educational seminars and workshops. View all service details ↓
TIMBUKTU CAPITAL MANAGEMENT, LLC manages $99 million in client assets according to their SEC filing dated March 28, 2026.
According to their SEC Form ADV, TIMBUKTU CAPITAL MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 47
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.58%
Average Client Assets: $1.7 million
Total Client Accounts: 344
Discretionary Accounts: 343
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 131084
Filing ID: 2086050
Last Filing Date: 2026-03-28 14:19:29