Timbuktu Capital Management, LLC

Timbuktu Capital Management is a boutique wealth management firm that manages roughly $98.6 million for individuals, high‑net‑worth clients, families, entrepreneurs, small business owners, corporations, trusts, and estates. The firm provides comprehensive written financial plans, modular planning consultations, discretionary portfolio management, project‑based corporate financial consulting, and educational seminars or webinars.

The firm’s investment process combines fundamental and technical analysis with Modern Portfolio Theory to construct diversified portfolios that typically rely on mutual funds, exchange‑traded funds, and fixed income, while also permitting hedging strategies such as options. Uncommonly for peers of this size, the firm will employ margin (borrowing) in separately managed accounts and uses derivatives in client accounts when consistent with a client’s objectives.

Distinctive features include a regular program of educational seminars tailored to immigrants that cover U.S. market basics and account setup, plus the principal’s provision of EB‑5 immigrant investor consultations and limited real estate brokerage support—each disclosed as potential conflicts of interest. The firm also uses institutional custodial platforms and an international brokerage arrangement for non‑U.S. clients, indicating an operational focus on cross‑border and specialized client needs.