TORTUGA ADVISERS LLC
CRD #137514 SEC #801-64857 SIMI VALLEY, CA 626-683-2200
SEC Registered
Total AUM
$527M
Discretionary
$42.6M
Employees
1
Clients
0
Accounts
40
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $527M | $42.6M | $484.4M | 1 | 40 |
| Mar 2024 | $481.6M | $41.5M | $440.1M | 1 | 40 |
| Mar 2023 | $468.6M | $70.6M | $398M | 1 | 0 |
| Mar 2022 | $465.4M | $41.3M | $424.1M | 1 | 0 |
| Feb 2022 | $401.3M | $38.3M | $363M | 1 | 0 |
| Apr 2021 | $401.3M | $38.3M | $363M | 1 | 0 |
| Jul 2020 | $401.9M | $37.8M | $364.1M | 1 | 0 |
| Mar 2020 | $401.9M | $37.8M | $364.1M | 1 | 0 |
| Mar 2019 | $362.1M | $41.5M | $320.5M | 1 | 0 |
| Oct 2018 | $369.9M | $42M | $327.9M | 1 | 0 |
| Sep 2018 | $369.9M | $42M | $327.9M | 1 | 0 |
| Sep 2018 | $369.9M | $42M | $327.9M | 1 | 0 |
| Jun 2018 | $369.9M | $42M | $327.9M | 1 | 0 |
| Mar 2017 | $330.1M | $36.3M | $293.8M | 1 | 26 |
| Mar 2016 | $297M | $38.6M | $258.3M | 1 | 26 |
| Jun 2015 | $316M | $298.6M | $17.4M | 1 | 26 |
| Apr 2014 | $341.7M | $13.6M | $328.2M | 1 | 26 |
| Apr 2013 | $309.1M | $12.1M | $297M | 2 | 26 |
| Apr 2012 | $317.6M | $11.2M | $306.4M | 1 | 26 |
| Mar 2011 | $319.2M | $6M | $313.2M | 5 | -- |
| Mar 2008 | $342M | $5M | $337M | 5 | -- |
| Apr 2007 | $323M | $3.9M | $319.1M | 5 | -- |
| Mar 2006 | $285.5M | $3.6M | $281.9M | 5 | -- |
| Feb 2006 | $285.5M | $3.6M | $281.9M | 5 | -- |
DateMar 2025
Total AUM$527M
Discretionary$42.6M
Non-Disc.$484.4M
Employees1
Clients40
DateMar 2024
Total AUM$481.6M
Discretionary$41.5M
Non-Disc.$440.1M
Employees1
Clients40
DateMar 2023
Total AUM$468.6M
Discretionary$70.6M
Non-Disc.$398M
Employees1
Clients0
DateMar 2022
Total AUM$465.4M
Discretionary$41.3M
Non-Disc.$424.1M
Employees1
Clients0
DateFeb 2022
Total AUM$401.3M
Discretionary$38.3M
Non-Disc.$363M
Employees1
Clients0
DateApr 2021
Total AUM$401.3M
Discretionary$38.3M
Non-Disc.$363M
Employees1
Clients0
DateJul 2020
Total AUM$401.9M
Discretionary$37.8M
Non-Disc.$364.1M
Employees1
Clients0
DateMar 2020
Total AUM$401.9M
Discretionary$37.8M
Non-Disc.$364.1M
Employees1
Clients0
DateMar 2019
Total AUM$362.1M
Discretionary$41.5M
Non-Disc.$320.5M
Employees1
Clients0
DateOct 2018
Total AUM$369.9M
Discretionary$42M
Non-Disc.$327.9M
Employees1
Clients0
DateSep 2018
Total AUM$369.9M
Discretionary$42M
Non-Disc.$327.9M
Employees1
Clients0
DateSep 2018
Total AUM$369.9M
Discretionary$42M
Non-Disc.$327.9M
Employees1
Clients0
DateJun 2018
Total AUM$369.9M
Discretionary$42M
Non-Disc.$327.9M
Employees1
Clients0
DateMar 2017
Total AUM$330.1M
Discretionary$36.3M
Non-Disc.$293.8M
Employees1
Clients26
DateMar 2016
Total AUM$297M
Discretionary$38.6M
Non-Disc.$258.3M
Employees1
Clients26
DateJun 2015
Total AUM$316M
Discretionary$298.6M
Non-Disc.$17.4M
Employees1
Clients26
DateApr 2014
Total AUM$341.7M
Discretionary$13.6M
Non-Disc.$328.2M
Employees1
Clients26
DateApr 2013
Total AUM$309.1M
Discretionary$12.1M
Non-Disc.$297M
Employees2
Clients26
DateApr 2012
Total AUM$317.6M
Discretionary$11.2M
Non-Disc.$306.4M
Employees1
Clients26
DateMar 2011
Total AUM$319.2M
Discretionary$6M
Non-Disc.$313.2M
Employees5
Clients--
DateMar 2008
Total AUM$342M
Discretionary$5M
Non-Disc.$337M
Employees5
Clients--
DateApr 2007
Total AUM$323M
Discretionary$3.9M
Non-Disc.$319.1M
Employees5
Clients--
DateMar 2006
Total AUM$285.5M
Discretionary$3.6M
Non-Disc.$281.9M
Employees5
Clients--
DateFeb 2006
Total AUM$285.5M
Discretionary$3.6M
Non-Disc.$281.9M
Employees5
Clients--