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Est. 2026The front page of wealth managementNew York

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Wealth manager, independent · Boston, MA

Timbuktu Capital Management, LLC

SEC-registered investment adviser · CRD 131084 · SEC 801-125812

At a glance

Timbuktu Capital Management, LLC is an SEC-registered investment adviser based in Boston, Massachusetts, with $99 million in regulatory assets under management as of its Form ADV filed March 28, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 115 individual clients. By Form ADV it is a wealth manager, ranked 8,288th of 8,915 wealth managers and 15,446th of 17,210 SEC-registered advisers by assets.

Main office 857-419-3809timbuktucapital.comLinkedInAs filed on Form ADV

Regulatory AUM
$99M
Rank among wealth managers
#8,288 of 8,915
Rank among all SEC RIAs
#15,446 of 17,210
Rank in Massachusetts
#591 of 627
Individual clients
115
High-net-worth clients
47
Accounts
344
Discretionary
100% of AUM
Employees
3
Advisory staff
1
Offices
2

Owners and executives on its Form ADV

Custody and brokerage

Who it serves

Client typeClientsRegulatory AUMShare
High-net-worth individuals47$78M80%
Individuals68$16M16%
Pension and profit sharing plans3$3M3%
Charitable organizations1$2M2%
Corporations or other businesses3$0M<1%

Disciplinary disclosures

Timbuktu Capital Management, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for businesses and institutions
  • Educational seminars and workshops
  • Other services

How it’s paid

  • A percentage of assets under management
  • Hourly charges
  • Fixed fees

AtlasMembers

The full record on Timbuktu Capital Management, LLC

Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.

Assets, accounts, clients and staff, 3 years of filings
Locked
Growth over one, three and five years
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Rank against 4,214 peers of its type and size
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Owners and executives, with titles and stakes
4 namedLocked
Main office, fax and compliance officer
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Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Background

Questions

How much does Timbuktu Capital Management, LLC manage?

Timbuktu Capital Management, LLC reports $99 million in regulatory assets under management across 344 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 28, 2026.

What kind of firm is Timbuktu Capital Management, LLC?

Timbuktu Capital Management, LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.

Who are Timbuktu Capital Management, LLC’s clients?

By assets, its largest client types are high-net-worth individuals ($78 million, 47 clients); individuals ($16 million, 68 clients); pension and profit sharing plans ($3 million, 3 clients).

Does Timbuktu Capital Management, LLC have any disciplinary history?

Timbuktu Capital Management, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.

Where these numbers come from

Every figure is Timbuktu Capital Management, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-28), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.

Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →