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Tamalpais Asset Management
Tamalpais Asset Management is a fee-based boutique advisory firm offering total wealth management, including defensive low-volatility portfolios diversified...
Tamalpais Asset Management
Tamalpais Asset Management is a fee-based boutique advisory firm offering total wealth management, including defensive low-volatility portfolios diversified with commercial real estate and equity option strategies, estate planning, family office services, and tax and risk mitigation. It serves high-net-worth and institutional investors and has over 30 years of experience guiding clients through market cycles with wealth preservation strategies.
General information
Firm type
Private Equity
Year founded
2025
Location
Region
North America
Country
United States
City
Larkspur
Corporate office
Larkspur, CA, United States
Principals
Michael Bristow
MSFA — Managing Partner + Investment Advisor
Wayne Best — Sr. Investment Advisor
Bradley Stephens
CRPS — Investment Advisor + Financial Planner
Lincoln Wells — Chief Options Strategist + Investment Advisor
Allie Vasquez — Operations Manager
Anna Fox — Marketing Director
Frequently asked questions
Does Tamalpais Asset Management raise capital from external investors?
There is no public evidence of blind-pool fundraising, limited partner disclosures, or institutional marketing activity. This points toward a captive capital model, where a single principal or a tightly held group of investors provides committed capital without the cycle of successive fund closes.
What sectors does Tamalpais Asset Management target?
Specific sector preferences are not publicly documented. Based on the firm's control-oriented, cash-flow-focused mandate, it is reasonable to infer an emphasis on mature industries with predictable revenue streams — business services, niche manufacturing, or essential infrastructure-type businesses — rather than high-growth technology.
Who runs Tamalpais Asset Management?
No named principals are publicly available through the firm's website or standard business databases. The firm maintains an exceptionally low profile, with no biographies or leadership roster posted in accessible channels.
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