Verified 10 Nov 2026
Tarbox Family Office, Inc.
Tarbox Family Office, Inc. is a Newport Beach, California investment adviser that its founder started in 1985 and that has used its family office name since 2017, serving about 100 families. It buys market indices rather than picking stocks, manages bond portfolios actively, and coordinates tax, estate and reporting work for clients. Its Form ADV filed on 26 March 2026 reported $954 million in regulatory assets for 208 clients.
- Type
- Multi-family office
- Location
- Newport Beach, California, United States
- Sectors
- Public equities, Fixed income
- Fund size / AUM
- $954M regulatory AUM (Form ADV, filed 2026-03-26)
- Latest fund or filing
- 26 Mar 2026
- Website
- www.tarbox.com
Contacts on file
For Tarbox Family Office, Inc., the paid file holds: 3 named decision-makers with roles; LinkedIn page.
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