Tusker Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$2,000,000
Clients
0
Advisors
1
of 1 employees
About
Tusker Capital is a state-registered investment adviser that advises a pooled investment vehicle (the Tusker Investment Fund) and provides advisory services to qualified investors through managed accounts and high‑net‑worth clients. The firm’s brochure notes it structures pooled vehicles and managed accounts around the same strategy and—at the time of the filing—reported no discretionary client assets in the Fund.
The firm pursues an absolute‑return, long/short approach across global equity and commodity markets driven by fundamental commodity and sector research, taking long, short and relative‑value positions and making tactical use of derivatives, hedges and leverage as conditions warrant. Portfolio allocations are described as opportunistic rather than bound by formal diversification limits, with position sizing varying according to research flow and market environment.
What distinguishes Tusker from many solo independent advisers is its operation of a pooled investment vehicle alongside negotiated managed accounts and the use of performance‑based compensation, which the brochure identifies as creating potential conflicts that are addressed through stated trade allocation and disclosure practices. The firm also emphasizes broad non‑U.S. market exposure in both its investment universe and investor considerations and notes that some investors may receive different liquidity, reporting or fee arrangements than others.
Client services
Expertise
Occupation focus
Fee options
$0+: 0.50% quarterly (approximately 2.0% annually) Management Fee for Fund or managed accounts, flat regardless of size $0+: 0% Management Fee with 25% Performance Fee, with monthly liquidity and 60-day notice (closed for new investments) - Fund only (Class B) $0+: 1.0% Management Fee with 20% Performance Fee, with annual liquidity and 60-day notice - Fund only (Class C) $0+: 1.7% Management Fee with 23% Performance Fee, with monthly liquidity and 60-day notice - Fund only (Class D)
20% Performance Allocation (Performance Fee) of net profits for Fund and managed accounts; Performance Fees subject to loss carryforward ('high watermark'); different classes have different management/performance fee combinations (see fee_tiers)
Account minimum: $20,000,000 for new managed accounts; $250,000 for the Fund
Main office
217 36th St, Suite B
Manhattan Beach CA 90266
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not 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.
-
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.
Forms ADV
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)