Tukman Grossman Capital Management, Inc. is a large advisory firm based in Larkspur. It manages $1.05 billion of regulatory assets for 16 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of California.
Tukman Grossman Capital Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Tukman Grossman Capital Management, Inc. is $1.05 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -77% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Tukman Grossman Capital Management, Inc. for their services and products based on a percentage of assets under management. 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.
The principal office where Tukman Grossman Capital Management, Inc. performs its advisory services is located at 60 E Sir Francis Drake Blvd, Larkspur, CA 94939, 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 415-461-6833 or by fax 415-461-8060. The normal business hours are 7am - 3pm on Monday - Friday. You can find more information about the New York firm at tukmangrossman.com.