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Tiburon Strategic Advisors

Tiburon
Partners Fund

Tiburon's proprietary investment vehicle focused exclusively on the Wealth & Investment Management (& WealthTech) industry - investing alongside the firms and partners we know best.

Wealth & Investment Management Focus Co-Investment with VC & PE Members Proprietary Tiburon Capital

Investing in the Industry We Know Best

Tiburon has raised a fund of its own capital which it invests in Tiburon member companies and in parallel with Tiburon venture capital & private equity firm members that engage Tiburon for deal due diligence and ongoing board roles.

With over 28 years of deep industry expertise and relationships across hundreds of Wealth & Investment Management (& WealthTech) firms, Tiburon is uniquely positioned to identify, evaluate, and support investment opportunities that others may overlook. The Tiburon Partners Fund leverages this proprietary knowledge base to invest with conviction alongside trusted partners.

Tiburon's venture capital, private equity, & activist advice has long been a core part of its advisory practice. These companies often come to Tiburon for a series of reasons, including the firm's industry knowledge, strategy skills, investment opportunities awareness, senior-level contacts, & financing contacts. The Tiburon Partners Fund formalizes and extends this role through direct capital deployment.

Tiburon by the Numbers
28+
Years of industry experience in Wealth & Investment Management (& WealthTech)
2,400+
Research topics and companies covered across four series
50+
Tiburon CEO Summits hosted with hundreds of senior executives

Three Pillars of the Tiburon Partners Fund

The Fund's investment approach draws on Tiburon's decades of industry relationships, research depth, and advisory track record.

Member Company Investments

Tiburon invests directly in Tiburon member companies - firms with which Tiburon has deep, ongoing relationships and comprehensive knowledge of their strategy, management, and market positioning.

Co-Investment with VC & PE Members

The Fund invests in parallel with Tiburon venture capital & private equity firm members who engage Tiburon for deal due diligence. Dozens of VC, growth equity, & private equity firms are Tiburon members, giving the Fund proprietary insights into their investing objectives.

Due Diligence & Board Roles

Tiburon Partners Fund investments are supported by Tiburon's rigorous due diligence capabilities and ongoing board participation. Tiburon executives have joined dozens of boards of both private and public companies, creating sustained value beyond the initial investment.

Get in Touch

Interested in the Tiburon Partners Fund?

If you would like more details please contact Sarah Sage at SSage@TiburonAdvisors.com.