Tigress Financial Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$12,577,021
Clients
14
Advisors
2
across 2 offices
About
Tigress Financial Partners, LLC provides discretionary and non‑discretionary portfolio management and investment advisory services primarily to high‑net‑worth individuals and some corporate clients. The firm manages roughly $12.8 million for a small client base, uses model portfolios, and offers access to private alternative investments for eligible clients.
Tigress tailors Investment Policy Statements to each client and applies fundamental, quantitative, and modern portfolio theory in constructing portfolios, using strategies that can include long‑ and short‑term trading, options, margin, and short sales. Clients receive monthly custodian account statements and at least quarterly written reports from the firm, and the firm also participates in wrap‑fee programs that bundle management, transaction, and administrative fees.
Distinctive features include its dual role as a FINRA broker‑dealer and an investment adviser with certain supervised persons registered as representatives who may receive commissions; the brochure discloses that these arrangements are documented as conflicts of interest and that clients may purchase recommended products through other brokers. The firm also notes a past arbitration settlement available on the public adviserinfo record and that it has withdrawn federal (SEC) registration and now operates under state notice filings in certain jurisdictions.
Client services
Expertise
Occupation focus
Fee options
$0 - $249,999: 2.25% $250,000 - $499,999: 2.00% $500,000 - $999,999: 1.75% $1,000,000 - $4,999,999: 1.50% $5,000,000 - $9,999,999: 1.25% $10,000,000 - And Up: 1.00%
Commissions accepted for sale of securities and mutual funds; not primary source of compensation.
Main office
See office410 Park Avenue, 12th Floor
New York NY 10022
Advisors at this office
1
Offices (2)
Most active in
Florida · Texas
Also doing business as
Tigress Financial Partners LLC · Tigress Financial Partners, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")