Tranquil Asset Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Tranquil Asset Management LLC provides ongoing portfolio management primarily to high‑net‑worth individuals, creating a written Investment Policy Statement for each client and offering monitoring across mutual funds, fixed income, equities, ETFs (including precious‑metal ETFs), REITs, TIPS, commodities and non‑U.S. securities. The firm generally seeks discretionary authority to select securities and execute transactions on behalf of client accounts.
The firm combines multiple methods of analysis — charting, cyclical, fundamental, modern portfolio theory, quantitative and technical analysis — and uses both long‑ and short‑term trading tactics, including short sales, margin transactions and options strategies. Operationally it recommends Interactive Brokers as custodian, bills asset‑based advisory fees in arrears, and discloses that it may receive research or other soft‑dollar benefits from broker‑dealers.
Notably, Tranquil manages a very small number of client relationships (five clients) with concentrated assets under management while targeting high‑net‑worth individuals and maintaining no stated account minimum. The brochure also discloses a succession/change‑in‑control amendment filed in 2025, no use of third‑party sub‑advisers, and a policy of not aggregating block trades across multiple client accounts.
Client services
Expertise
Fee options
1.00% annually
Main office
Foster City CA
Advisors at this office
1
Most active in
California
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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