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Family Office - Multi • Newport Beach, United States

Tarbox Family Office

Tarbox Family Office is a family office - multi based in Newport Beach, United States, founded in 1985. Verified contact details, AUM data, and investment preferences on FindLPs.

$900M
Assets Under Mgmt
1985
Year Founded
Family Office - Multi
Investor Type
Newport Beach, United States
Headquarters
About

Tarbox Family Office

Tarbox Family Office, Inc. is a fee-only wealth management firm providing comprehensive financial planning and investment management services. Founded in 1985, we work with a select group of wealthy families and individuals across the United States. We are active advocates for our clients - We work for you – not for a brokerage firm, trust company, investment bank, or public shareholders. - We do not sell any products or benefit economically from any investment or other recommendations. - We are experts in building and implementing tailored, comprehensive financial solutions for each family. - We provide disciplined and customized institutional-grade investment management. - You work directly with our experienced, multi-disciplinary team to accomplish your objectives. - We actively advocate for your best interests in all matters.

Investment Focus

What Tarbox Family Office Invests In

Investment types: Buyout, Private Equity, Growth/Expansion, Hedge Fund, Real Estate Value Added, Venture Capital, Venture Capital - Early Stage, Venture Capital - Later Stage

Sectors & themes: Travel Accommodations & Tourism, Debt Management, ETFs, Retirement Planning, Legal & Tax Services, Trust Management, Wealth & Estate Planning, Equity/Mutual Funds, Investment Management, Concierge Services High-Level Sectors, Tourism & Hospitality, Finance, Financial Services, Traditional Investments (Liquid Assets)

Preferred geographies: Africa, Americas, Asia, Canada, Europe, Middle East, Oceania, United States

Location: 500 Newport Center Drive, Suite 500\nNewport Beach\nCalifornia\n92660\nUnited States

Contact Tarbox Family Office

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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.