SourcingSourcing

TAMARISK CAPITAL MANAGEMENT

C28
CRD 339175·SEC 801-134893·HOLLAND, MI
AUM
$0
<$25M
Est. Revenue
$0
@ 1% on AUM
Est. EBITDA
$0
@ 30% margin
Est. Deal Value
$0
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TAMARISK CAPITAL MANAGEMENT
CRD
339175
SEC file #
801-134893
EIN
—
DBA names
—

Economics

AUM
$0
AUM band
<$25M
AUM trajectory
—
Client mix
Investment Companies1

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
—
Primary office
HOLLAND MI
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — investment companies
Fee basis
% of AUM

Filings

Latest ADV filing
02/20/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
TAMARISK FINANCIAL, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
TAMARISK FINANCIAL, LLC
CLARK, AARON, MICHAEL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2111
Soi Zip Pct 200k Plus
0.0573
Soi Zip Returns 200k Plus
1,310
Soi Zip Total AGI
2,048,999
Fdic Zip Total Deposits
40,720,202,000
Fdic Zip Branch Count
770
Fdic Zip Top Banks
Macatawa Bank
The Huntington National Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (18)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
FMB-First Michigan BankLaketown Township, MI
FMB-First Michigan BankHolland Township, MI
Fdic Zip HHI
947.88
Fdic Zip Top Bank Share Pct
17.63
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI72,327
Returns6,380
Stub 2
AGI204,607
Returns5,440
Stub 3
AGI234,754
Returns3,830
Soi Zip Total Business Income
52,048
Soi Zip Total Cap Gains
125,837
Soi Zip Total Dividends
81,228
Soi Zip Total Returns
22,880
Trust Company Affiliate
No

People (3)

3
CLARK, AARON, MICHAEL
Executive Officer · 2.5%
5346975
GORMAN, RYAN, MICHAEL
Executive Officer · 2.5%
6093708
Lonny Scott Elfenbein
Executive Officer · 2.5%
2937038