Asset ManagerRIA · CRD 336222SEC-RegisteredPrivate Fund Adviser

Updated:

Tiburon Partners

Tiburon Partners is a financial advisory and investment management firm with offices in the US and UK, serving families and institutions.

Tiburon Partners

Tiburon Partners is an advisory firm based in Bala Cynwyd, Pennsylvania, with additional offices in London and Charlottesville. The firm's founding year and wealth origin are not publicly disclosed. It offers financial planning and investment management services to a range of clients. The firm's strategy centers on financial advisory and investment management, serving clients across multiple regions including North America and Europe. It provides services such as financial planning and portfolio management, though specific asset-class allocations or portfolio companies are not named publicly. The firm targets families and institutions seeking customized financial strategies. Details on the firm's team size or number of professionals are unavailable. Offices are located in Bala Cynwyd, London, and Charlottesville. In 2024, the firm was recognized by SF Gate in its Best of the Bay Area list, though the specific achievement or service area was not detailed. Tiburon Partners structurally differentiates through its multi-office presence spanning the United States and United Kingdom, suggesting a cross-border advisory capability. However, the lack of public disclosure on leadership, AUM, or investment strategy limits further analysis.

General information

Firm type

Asset Manager

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Bala Cynwyd

Corporate office

Bala Cynwyd, PA, United States

Additional offices

London, United Kingdom · Charlottesville, VA, United States

Sector focus

Financial ServicesWealth Management

Frequently asked questions

Who leads Tiburon Partners?

The firm does not publicly disclose specific principals or leadership roles. Team details are not available on its website or other public sources.

What services does Tiburon Partners offer?

Tiburon Partners provides financial planning and investment management services, as stated on its website. The firm serves clients including families and institutions.

Where are Tiburon Partners' offices located?

The firm has offices in Bala Cynwyd, Pennsylvania; London, United Kingdom; and Charlottesville, Virginia. These locations are listed on its website.

Is Tiburon Partners a single-family office or a multi-client firm?

The firm presents as a financial advisory and investment management firm serving multiple clients, not a single-family office. Its website mentions client services broadly.

Does Tiburon Partners disclose its assets under management?

No. The firm does not publish AUM figures. It remains undisclosed.

What is the origin of Tiburon Partners' wealth or founding capital?

The wealth origin and founding capital are not publicly disclosed. No information is available on how the firm was capitalized.

How does Tiburon Partners source investment opportunities?

The firm's sourcing methodology is not detailed publicly. Its services include investment management, but specific sourcing or deal-flow practices are not described.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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