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TAMALPAIS ASSET MANAGEMENT

MOUNT TAMALPAIS ASSET MANAGEMENT, LLC

CRD 301017 · SEC 801-132936

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900 LARKSPUR LANDING CIRCLE, SUITE 100, LARKSPUR, CA, 94939, United States

Phone

415-723-8300

Fax

N/A

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$262.5M

Discretionary AUM

$262.5M

Team

4 total employees; 4 advisory reps

Clients

1-10

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-24

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals187$61.2M
High net worth individuals74$200.9M
Charitable organizations1$65K

States served

CA, NY, WA, TX

All web addresses on file

Official SEC filing: View on IAPD