TamaLPais Management Group, L.P. is a pension cosultant based in San Francisco. It manages $25.79 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of California, Maryland, and Massachusetts.
TamaLPais Management Group provides portfolio management for individuals and small businesses 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.
The assets under management (AUM) of TamaLPais Management Group, L.P. is $25.79 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -66% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay TamaLPais Management Group, L.P. for their services and products based on a percentage of assets under management and performance-based fees. 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.
The principal office where TamaLPais Management Group, L.P. performs its advisory services is located at 600 California Street, Suite 540, San Francisco, CA 94108, 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 415-568-3916 or by fax 415-568-3949. The normal business hours are 6:30 am - 4:30 pm on Monday - Friday. You can find more information about the New York firm at tamalpaispartners.com.