JT
Jeffrey T. Tamaru
MAROON PASS ADVISORS LP
AUSTIN, TX 78703
Some features on this profile are disabled
CRD#: 8215389
JT
Jeffrey Todd TamaruMAROON PASS ADVISORS LP
Professional summary
Jeffrey Todd Tamaru, who also goes by Jeff Tamaru, is a registered financial advisor currently at MAROON PASS ADVISORS LP located in Austin, Texas.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Jeffrey has worked at 1 firm .
At a Glance
Always Fiduciary
Aliases
Jeff Tamaru
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Todd Tamaru's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 5, 2026 - Present
MAROON PASS ADVISORS LP
Office #1: 1717 W 6th St Suite 100, Austin, TX 78703RIA
CRD#: 323742
AUSTIN, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MP
MAROON PASS ADVISORS LP
MAROON PASS ADVISORS LP
CRD#: 323742 / SEC#: 801-135466
RIA
Registered Investment Advisory firm - (3/3/2026 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(3/5/2026)
Exams
What does exam status mean?
Current Firm
MP
MAROON PASS ADVISORS LP
MAROON PASS ADVISORS LP
CRD#: 323742 / SEC#: 801-135466
RIA
Registered Investment Advisory firm - (3/3/2026 Approved)Loading...
Contact information
Main Address
1717 W 6th St Suite 100, Austin, TX 78703
Mailing Address
Phone number
(646) 202-1584
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4 |
| AUM (Assets Under Management) | $ 178,570,458 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/29/2026 |
Exempt reporting advisers
Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.
| SEC / JURISDICTION | REPORTING STATUS | EFFECTIVE DATE |
|---|---|---|
| SEC | ERA - Withdrawn | 1/30/2026 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
MAROON PASS ADVISORS LP
CRD#: 323742Austin, TX 78703TRUST BUT VERIFY
Monitor Jeffrey Tamaru
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
