MOUNT TAMALPAIS ASSET MANAGEMENT, LLC

MOUNT TAMALPAIS ASSET MANAGEMENT, LLC of LARKSPUR, CA is an SEC-registered investment adviser (CRD 301017). Regulatory assets under management: $262.5M.

Registration

• CRD: 301017
• SEC file number: 801-132936
• Type: Registered investment adviser
• Location: 900 LARKSPUR LANDING CIRCLE, SUITE 100, LARKSPUR, CA, 94939
• Phone: 415-723-8300
• Latest filing: 2026-03-24
• Regulatory AUM: $262.5M
• Discretionary AUM: $262.5M
• Clients: 4
• Accounts: 689

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 301017 on SEC IAPD (source of record)
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