SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Timbuktu Capital Management, LLC
Boston, MA
CRD 131084
Firm filing updated March 28, 2026 ·
- $98.6MAssets
- 1Advisory staff
- 344Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals68
- High net worth individuals47
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 68 | $15.6 million |
| High net worth individuals | 47 | $78.4 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 clients | $2.7 million |
| Charitable organizations | Fewer than 5 clients | $1.7 million |
| Corporations or other businesses not listed above | Fewer than 5 clients | $123,299 |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 5 services
- Educational seminars/workshops
- Other: "ADVISORY CONSULTATIONS"
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
- Other: "ADVISORY CONSULTATIONS"
Assets and accounts
- Regulatory assets$98.6 million
- Accounts344
- Discretionary$98.6 million · 343 accounts
- Non-discretionary$64 · 1 accounts
People
- Employees3
- Advisory staff1
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients1 to 10
Registration details
- SEC-registered investment advisor. CRD 131084, SEC file 801-125812.
- Registered with the SEC as an investment advisor (status date on record: June 3, 2022).
Is Timbuktu Capital Management, LLC a fiduciary?
Short answer: Timbuktu Capital Management, LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.