New York, NY Office
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Tigress Financial Partners LLC
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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 The firm also notes a past arbitration settlement available on the public adviserinfo record and that it has withdrawn federal (SEC) registration and now operates under state notice filings in certain jurisdictions.
Based on Tigress Financial Partners LLC
Expertise
Based on Tigress Financial Partners LLC
Location
410 Park Avenue, 12th Floor
New York NY 10022
Advisors at this office
1
Advisors at this office
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