# Tarbox Family Office

Tarbox Family Office is a Multi Family Office based in Newport Beach, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Newport Beach, United States
- **Region:** North America
- **Address:** 500 Newport Center Drive, Suite 500, Newport Beach, CA 92660, United States
- **Founded:** 1985
- **Assets under management:** 967 (Altss estimate)
- **Website:** tarbox.com
- **LinkedIn:** https://www.linkedin.com/company/tarboxfamilyoffice

## Regulatory record

- **CRD number:** 106079
- **SEC file number:** 801-27225
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-26T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/106079

## About

Tarbox Family Office was established in 1985 by Laura Tarbox in Newport Beach. The firm grew directly from her personal advisory business into a multi-family platform serving affluent clients with multigenerational mandates. The firm deploys capital through co-investments in private equity, real estate partnerships and private credit vehicles. Holdings include iShares Bitcoin Trust. Geographic reach covers North America and Europe. Buyout-stage opportunities and fund-of-funds structures appear alongside direct real-estate commitments. The team comprises five named managing principals. Laura Tarbox serves as President and CEO. Mary Sigler holds the roles of Chief Operating Officer and Chief Compliance Officer. Kai Xiong acts as Chief Investment Officer. Additional offices are not disclosed. Laura Tarbox maintains leadership positions in the Financial Planning Association and the CFP Board of Standards. The firm’s structure remains anchored to its advisory origins, with investment decisions executed through a single integrated entity rather than separate fund vehicles or external managers.

## Sectors

- Private Equity
- Real Estate
- Private Credit
- Hedge Funds

## People

- Laura Tarbox — Founder and CEO
- Mary Sigler — Chief Operating Officer and Chief Compliance Officer
- Michael J. Nozzarella — Managing Director
- Kai Xiong — Chief Investment Officer
- Erin Itkoe — Director of Financial Planning

## Related profiles

- [Blue Lion (Schörghuber Family Office)](https://altss.com/profile/blue-lion-sch-rghuber-family-office)
- [Müller-Möhl Group](https://altss.com/profile/m-ller-m-hl-group-m-ller-m-hl-family-office)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/tarbox-family-office-inc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology