Tarbox Family Office, Inc. is a wealth management firm that charges fees only, offering investment management along with comprehensive financial planning. Founded in 1985, it works with a limited number of individuals and wealthy families across the United States. The firm describes itself as an active advocate for clients: - It acts for clients, and not on behalf of public shareholders, an investment bank, a trust company or a brokerage firm. - It sells no products and takes no economic benefit from investments it recommends or from other advice. - It has expertise in building and implementing financial solutions that are comprehensive and tailored to each family. - It delivers disciplined, customized, institutional-grade investment management. - Clients work directly with an experienced, multi-disciplinary team to meet their objectives. - It actively advocates for clients' best interests in all matters.
| Investor | Type | Based in | Focus | AUM | Contacts |
|---|---|---|---|---|---|
| SEI Investments | Fund of Funds | Oaks | Multifamily · Industrial | $1.5T | 4 |
| Blackstone Group - Fund of Funds and Secondary | Fund of Funds | New York | Multifamily · Industrial · Core | $1.1T | 16 |
| New York Life Investment Management | Asset Manager | New York | Multifamily · Industrial · Co-investment | $740B | 5 |
| Brookfield Asset Management | Asset Manager | Toronto, Canada | Multifamily · Industrial · Opportunistic · Joint venture | $690B | 12 |
| KKR | Asset Manager | New York | Multifamily · Industrial · Core · Co-investment | $553B | 11 |
| Ares Management | Asset Manager | Los Angeles | Multifamily · Industrial · Core | $546B | 16 |
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