Tukman Capital Management Inc (Larkspur)


Tukman Capital Management Inc is a large advisory firm based in Larkspur. It manages $5.76 billion of regulatory assets for 62 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Tukman Capital Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Tukman Capital Management: assets under management

The assets under management (AUM) of Tukman Capital Management Inc is $5.76 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -33% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $5.76 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $92.88 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Tukman Capital Management Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Larkspur

The principal office where Tukman Capital Management Inc performs its advisory services is located at 60 E Sir Francis Drake Blvd, Larkspur, CA 94939, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 415-461-6833 or by fax 415-461-8060. The normal business hours are 7am - 5pm on Monday - Friday. You can find more information about the New York firm at www.tukman.com.