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TORTUGA ADVISERS LLC
CRD 137514 · SEC 801-64857
2655 FIRST STREET, SUITE 130, SIMI VALLEY, CA, 93065-3737, United States
Phone
626-683-2200
Fax
805-584-2140
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$563.5M
Discretionary AUM
$563.5M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-30
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 39 | $528.2M |
| Charitable organizations | 1 | $35.4M |
States served
CA
Official SEC filing: View on IAPD