FLEXIBLEFINANCIAL ADVICE
ACTIVELY MANAGED INVESTMENTS AND HOURLY FINANCIAL COUNSELING
Managing your investments can be stressful, especially if you're doing it solo.
Tadpole is here for backup.
Tadpole Investments is an independent investment management firm established in 2025 and based in Stamford, CT.
HI, I'M GABRIEL
My mission in launching Tadpole is to provide flexible investment advice to clients in a way that takes the stress out of managing your capital.
I grew up loving the stock market, and after spending ten years on the buyside, I set out to build a firm that offers clients a long-term opportunistic investment strategy and accessible financial advice. As a fiduciary, Tadpole has a legal obligation to put client needs first.
My investment approach is rooted in opportunistic active management. That means doing fundamental, bottom-up work on individual companies to try and find attractive investments. I search both in the US and globally, and I tend to focus on smaller companies. But anything is on the table.
I don't believe that folks should need a huge asset base to be able to access financial advice. Portfolio Management clients can get started with $20,000, while the Financial Counseling service is hourly and doesn't come with minimums or strings attached.
INVESTMENTS & ADVICEFOR THE LONG TERM
Portfolio Management
- Core actively managed opportunistic investment strategy
- Bottom-up fundamental investing, focusing primarily on smaller companies with a global view
- Transparency and control through separate accounts
- Ability to be tax-aware and mix in stable yield positions as well as portfolio hedges
- 1.00% management fee
Financial Counseling
- Hourly, no strings attached
- Rolling up the sleeves on your financial situation
- Potential topics include cash flow and savings optimization, asset allocation review, goal-oriented investment planning, debt reduction, investment tax strategy, and more
- Build your income statement and balance sheet and get comfortable with your numbers
- $100/hour or free for clients with >$100,000 invested