Tamarind Advisors Llc
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ADV data as of Mar 18, 2026
- Regulatory AUM
- $70.3M
- Discretionary
- $37.4M
- Clients
- 111
- Avg AUM / client
- $634K
- Accounts
- 245
- Employees
- 7
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 105 | $58.1M | 82.6% |
| High net worth individuals | Fewer than 5 clients | $7.7M | 10.9% |
| Pension and profit sharing plans | Fewer than 5 clients | $2.1M | 2.93% |
| Corporations and other businesses | Fewer than 5 clients | $940K | 1.34% |
| Other | 6 | $1.5M | 2.18% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| James David Jones | Registered representative | Jan 2013 (14y) | ||
| Terry Dale Lester | Registered representative | Mar 2013 (13y) | ||
| Maria Dembski | Registered representative | Apr 2013 (13y) | ||
| Nicole Johnson Pachar | Registered representative | Jul 2013 (13y) | ||
| Aniruddha Ray | Registered representative | Mar 2016 (10y) | ||
| Timothy Charles Hobbs | Registered representative | Aug 2017 (9y) | ||
| Orlando Molina | Registered representative | Apr 2020 (6y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/18/2026 | 1.05 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $44.9M (64% of AUM) Mar 2026
- Interactive Brokers $10.4M (15% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 18, 2026.
View current Form ADV (SEC/IAPD) ↗