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Mount Tamalpais Asset Management, LLC

● SEC registered since 2025CRD 301017SEC# 801-132936Larkspur, CA
Export (members)
Reg. AUM
$209.5M
Employees
5
Accounts
682
Location
Larkspur, CA

Mount Tamalpais Asset Management, LLC assets under management

Mount Tamalpais Asset Management, LLC is an investment advisory firm registered with the SEC based in Larkspur, CA. The firm has been registered since 2025. It reports $209.5 million in regulatory assets under management and employs 5 people.
www.tamalpaisam.comView on SEC.gov ↗

Mount Tamalpais Asset Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Michael Anthony Bristow ControlManaging Member & Chief Compliance OfficerOver 75%2017

Frequently asked questions

How much does Mount Tamalpais Asset Management, LLC manage?

Mount Tamalpais Asset Management, LLC reports $209.5 million in regulatory assets under management on its Form ADV.

How many employees does Mount Tamalpais Asset Management, LLC have?

Mount Tamalpais Asset Management, LLC reports 5 employees.

Where is Mount Tamalpais Asset Management, LLC located?

Mount Tamalpais Asset Management, LLC is based in Larkspur, CA and has been SEC-registered since 2025.

Does Mount Tamalpais Asset Management, LLC disclose fund performance?

Mount Tamalpais Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address900 Larkspur Landing Circle, Suite 100, Larkspur, CA 94939
Phone415-723-8300
FaxN/A
Office hours9:00 a.m. - 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK2035554
Discloses disciplinary historyNo

Assets under management

Discretionary$209.5M
Non-discretionary$0
Total (RAUM)$209.5M