Mandate & appetite
- Preferred strategies
- Lp EquityOpportunistic, Value Add
- Target geographies
- US & Canada
- Typical ticket
- $2m–$10m
- AUM
- —
- Real-asset allocation
- RE 100%
- Appetite
- —
Investor profile
Tarbox Family Office, based in Newport Beach, California, is an investment advisory firm specializing in financial planning, investment management, and private equity including private real estate investments, serving high net worth families and individuals across the United States.
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- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals with sources
- Named CIOs & IC members + email & LinkedIn
From $599/mo · 20% off annual
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