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TAMALPAIS ASSET MANAGEMENT

LARKSPUR, CA · CRD 301017 · IAPD ↗ · tamalpaisam.com · 415-723-8300

$262.5MRegulatory AUM
7Advisory reps
8Employees
0Clients
1-10Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
September 2026 — TAMALPAIS ASSET MANAGEMENT added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
71
September 2026 — TAMALPAIS ASSET MANAGEMENT grew from 4 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
95
July 2025 — TAMALPAIS ASSET MANAGEMENT (LARKSPUR, CA) is newly SEC-registered with $209.5M RAUM and 5 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.