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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 15 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does TMB Capital Partners have?","answer":"TMB Capital Partners has 4 investment adviser representatives registered with state securities authorities, out of 6 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does TMB Capital Partners invest in?","answer":"At the end of its last fiscal year, TMB Capital Partners’ separately managed accounts held 27% exchange-traded equities, 18% registered funds (mutual funds, ETFs, BDCs), 15% cash and equivalents, 13% pooled vehicles (private funds and similar), 7% non-exchange-traded equities, 7% state and local bonds, 6% other, 3% U.S. government and agency bonds, 3% high-yield corporate bonds and 1% investment grade corporate bonds. 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