About Tadpole
Background
Tadpole Investments is a Connecticut state-registered investment management firm founded in 2025 by Gabriel Nardi, CFA, and based in Stamford, CT. Tadpole offers investment advice through its portfolio management service as well as hourly financial counseling.
Gabriel is a CFA charterholder with more than 10 years of professional investment experience. Prior to founding Tadpole in 2025, he was a Senior Investment Analyst at BlazeRidge, a private investment firm based in NYC. He began his career at Third Avenue Management as an analyst covering deep-value opportunities in global equity securities, with a primary concentration in listed real estate. Gabriel graduated from Wesleyan University with a B.A. in mathematics and economics. He's passionate about helping clients achieve their investment objectives, and even wrote a book on the subject (check it out!)
Frequently Asked Questions
What's the best way to get started?
Thanks for your interest! I recommend reaching out through the contact form to book an introductory call.
Do you have a minimum asset level?
I work with clients of all asset levels for Financial Counseling, however for Portfolio Management I do require at least a $20,000 portfolio size to ensure that I can adequately implement the investment strategy.
How does the hourly financial counseling work?
Financial Counseling is designed to be flexible, meaning we can cover a range of topics related to your financial situation, such as asset allocation, income statement and balance sheet analysis, savings optimization, debt reduction, basic investment tax strategy, and more. There is no minimum commitment, and no strings attached. My time is yours to roll up the sleeves and analyze your financial roadmap.
Are you a fiduciary?
Tadpole Investments is a state-registered investment advisor that is held to the fiduciary standard. This means the firm is legally obligated to act in your best interest.
What fees do you charge?
For Portfolio Management, Tadpole charges a 1.00% fee, based on assets under management. For Financial Counseling services, the fee is $100/hour with no minimum commitment.
Do you work with clients outside of Connecticut?
Absolutely! While I'm based in Stamford, CT, I work with clients nationwide.