Provided by Convergence Inc.
Institutional intelligence for the asset management industry

TUTTLE GROUP

Business and Investment Profile

The TUTTLE GROUP is a privately held investment adviser that advises $4.05Bn in regulatory assets under management held in 0 SEC fund types across 2 investment strategies. TUTTLE GROUP is a Public Fund A public fund manager is a manager whose >=75% of total assets under management are in public funds (broadly accessible, exchange-listed investment vehicles available to retail investors with typically low minimums and clear, widely available information) Manager. Assets increased by 2,008.06% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 18 years and is comprised of 2 filing and 0 relying advisers. They operate out of 3 office locations Out of Private Residence. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.

Employee Profile

They have 19 employees comprised of 12 investment and 7 non-investment staff. The total number of Employees increased by 280% over the last 5-years.

Asset Profile

Their $4.05Bn in assets advised are owned by 0 private funds, 61 public funds and BDCs and 17 other accounts. Assets of Investment Companies (IC) clients own $3.98Bn or 98.15% of Total Assets and Individuals own $33.35mn or 0.82% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include Multi Strat and Long/Short Equity, representing 63.38% and 36.62% of total assets, respectively.

Client Profile

They advise 4 types of clients, top clients are Investment Companies (IC) and Individuals.

Service Provider Profile

The Group uses 5 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 4 Custodians and 9 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses advisory fees, fixed fees and management fees.

Sub-Advisers

TUTTLE GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: TUTTLE GROUP

View the complete Convergence profile with structured details, filings context, and derived signals.

View full profile
Keywords: Tuttle Group, Tuttle Capital Management, Tuttle Wealth Partners, Tuttle
Generated 2026-09-12T06:48:27.0758182.  © 2026 Convergence.