Tiburon Capital Advisors LLC

Tiburon Capital Advisors provides discretionary and non-discretionary investment management, investment policy statement development, and investment menu selection primarily for accredited and high‑net‑worth individuals and small businesses, and it discusses rollover/IRA advice in its brochure. The firm’s ADV also notes it serves other investment‑adviser clients and states an account minimum of $100,000 that may be waived.

The brochure describes a combined tactical (short‑term) and strategic (medium‑ to long‑term) investment approach that uses model allocations alongside bespoke recommendations, documents risk tolerance in an Investment Policy Statement, and permits use of a range of instruments — including ETFs, options, margin, non‑liquid alternative investments, and exposure to publicly traded products tied to digital currencies. For discretionary accounts the firm is authorized to trade without prior consent and may have limited authority to direct custodians to deduct advisory fees with client authorization.

Compared with many solo independent advisers, the firm’s filing is notable for reporting $0 in discretionary and non‑discretionary assets as of December 2024 while nonetheless setting a $100,000 account minimum and describing a broad menu of permitted strategies and products. The brochure also discloses that the firm does not accept performance‑based fees, does not vote client proxies, and requires clients to maintain custody with specified custodians and generally does not permit directed brokerage.