Tuttle Capital Management, Llc
- Regulatory AUM
- $3.9B
- Discretionary
- $3.6B
- Clients
- 57
- Avg AUM / client
- $68.6M
- Accounts
- 57
- Employees
- 14
AUM over time
Annual snapshots from Form ADV filings · as of Jan 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 57 | $3.9B | 100.0% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Matthew Benjamin Tuttle | Managing Member/Chief Executive Officer/Chief Investment Officer | Jul 2012 (14y) | 75% or more | |
| Mark Joseph Deangelis | Chief Compliance Officer | Jun 2022 (4y) | Less than 5% | |
| Ruggiero Iii, Murray, Anthony | Chief Operating Officer | Mar 2024 (2y) | Less than 5% | |
| Alexander Lee Goff | Registered representative | Aug 2025 (1y) | ||
| Nicholas Clark Minter | Registered representative | Dec 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Bsc Tuttle, A Series Of Belvedere Strategic Capital Spv Master Llc | Owner | Sep 2024 | A | Less than 5% |
| Belvedere Strategic Capital, Lp | Owner | Sep 2024 | A | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/28/2026 | 1.06 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Other fees
- • LICENSING FEES
Services
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- TD Ameritrade $3.5M (2% of AUM) Jun 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 28, 2026.
View current Form ADV (SEC/IAPD) ↗