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TamaLPais Management Group, L.P. (San Francisco)


TamaLPais Management Group, L.P. is a pension cosultant based in San Francisco. It manages $25.79 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of California, Maryland, and Massachusetts.

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TamaLPais Management Group provides portfolio management for individuals and small businesses 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.

TamaLPais Management Group: assets under management

The assets under management (AUM) of TamaLPais Management Group, L.P. is $25.79 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -66% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $25.79 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $8.6 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay TamaLPais Management Group, L.P. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Scott C Jensen Managing member 1 Mar 2002 75% - 100% 2170211
Steven Arthur Ledger Managing member 1 Aug 2004 75% - 100% 1169956

Based in San Francisco

The principal office where TamaLPais Management Group, L.P. performs its advisory services is located at 600 California Street, Suite 540, San Francisco, CA 94108, 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 415-568-3916 or by fax 415-568-3949. The normal business hours are 6:30 am - 4:30 pm on Monday - Friday. You can find more information about the New York firm at tamalpaispartners.com.


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