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The Tuscan Group, L.P. (San Francisco)


The Tuscan Group, L.P. is a large advisory firm based in San Francisco. It manages $110 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of California.

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The Tuscan Group provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

The Tuscan Group: assets under management

The assets under management (AUM) of The Tuscan Group, L.P. is $110 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 224% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $110 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $18.33 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The Tuscan Group, L.P. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Francisco

The principal office where The Tuscan Group, L.P. performs its advisory services is located at 425 Market Street, San Francisco, CA 94105, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (415) 615-5290 or by fax (415) 615-5291. The normal business hours are 5:30 am to 4:30 pm on Monday - Friday. You can find more information about the New York firm at www.tuscangroup.com.


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