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Tiburon Capital Management, LLC (New York)


Tiburon Capital Management, LLC is a mid-sized advisory firm based in New York. It manages $37.18 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of New York.

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Tiburon Capital Management provides portfolio management for investment companies 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.

Tiburon Capital Management: assets under management

The assets under management (AUM) of Tiburon Capital Management, LLC is $37.18 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 197% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $37.18 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $12.39 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Tiburon Capital Management, LLC 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.

Indirect Owners

The SEC currently registers 9 indirect owners.

Name Entity Date acquired Ownership Employer ID
Laurence Oneal Gray Owner 1 May 1994 75% - 100% 1240126
Gray & Co Owner 1 Oct 2012 75% - 100% 109349
Gray & Company Owner 1 Oct 2012 75% - 100% 109349
Peter Michael Lupoff Member 1 Jun 2014 25% - 50% 2294360
Brian Anthony Swain Member 1 Jun 2014 25% - 50% 3003693
Charlie Trisiripisal Member 1 Jun 2014 25% - 50% 3261542
Peter Michael Lupoff Member 1 Nov 2014 25% - 50% 2294360
Brian Anthony Swain Member 1 Nov 2014 25% - 50% 3003693
Charlie Trisiripisal Member 1 Nov 2014 25% - 50% 3261542

Based in New York

The principal office where Tiburon Capital Management, LLC performs its advisory services is located at 85 Broad Street, New York, NY 10004, 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 (646) 840-4925 or by fax (646) 840-4924. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at tiburonholdings.net/.


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