A complete list of active advisors currently associated with Tourmaline Capital Management LLC
Warmer can help you find a great advisor at Tourmaline Capital Management LLC or one who fits your needs even better.
Tourmaline Capital Management provides investment advisory services to individual clients, offering portfolio management for brokerage, trust and retirement accounts on both discretionary and non-discretionary bases. The firm directs clients to external custodians for custody and performance reporting rather than holding client assets itself. Portfolios are built around client risk tolerance and investment goals, but the firm notes that unrelated client accounts can include similar holdings driven by its investment philosophy. Investment analysis ranges from macroeconomic themes to company-level research and primarily uses individual equities, exchange-traded funds and money market funds, with foreign exposure restricted to U.S.-traded instruments such as American Depository Receipts. The firm reported about $4.5 million in assets under management as of December 31, 2025, and maintains soft-dollar arrangements with Shareholders Service Group, Interactive Brokers and Charles Schwab to obtain portfolio management software; those benefits are applied across all client accounts and can influence broker selection and trade routing. The principal’s graduate training in Pacific international affairs, the explicit limitation of foreign investments to U.S.-listed vehicles, and a policy of not voting client proxies are operational features that distinguish the firm from many peers.
To learn more about the advisors currently working at Tourmaline Capital Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
San Francisco, CA
| 15
|
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