Tableaux LLC
Tableaux LLC is a registered investment adviser headquartered in Great Barrington, Massachusetts. The firm was founded in 2018 and primarily serves high net worth individuals and other individual investors. It manages client portfolios with a focus on U.S. persons, having approximately 7 employees, most of whom are involved in investment management.
Investment Strategy
Tableaux LLC provides investment management and advisory services predominantly to high net worth individuals and individual investors. The firm's approach centers on discretionary management of diverse equity and fixed income securities, emphasizing personalized asset allocation and direct client relationships. Tableaux seeks to deliver long-term growth and capital preservation by investing in a mix of publicly traded companies across various sectors, with a portfolio that has recently included large-cap, technology, automotive, and consumer goods holdings.
Top Holdings
Equity Positions (153)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
U UNOV | INNOVATOR ETFS TRUST | 10.24% | $16.9M | 232,212 | $36.09 | $36.09 | +$16.9M |
R RACE | FERRARI N V | 4.00% | $6.6M | 198,269 | $490.74 | $490.74 | +$6.6M |
S SHEL | SHELL PLC | 3.72% | $6.1M | 72,332 | $70.41 | $70.41 | +$6.1M |
A ADI | ANALOG DEVICES INC | 3.47% | $5.7M | 33,009 | $238.02 | $238.02 | +$5.7M |
J JNPR | JUNIPER NETWORKS INC | 3.10% | $5.1M | 70,413 | $39.93 | $39.93 | +$5.1M |