{
  "crd_number": 142144,
  "slug": "tiburon-research-group-san-mateo-ca-142144",
  "primary_business_name": "TIBURON RESEARCH GROUP",
  "legal_name": "TIBURON RESEARCH GROUP, INC.",
  "dbas": [],
  "city": "San Mateo",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41860",
  "metro": {
    "cbsa_code": "41860",
    "common_name": "San Francisco",
    "msa_name": "San Francisco-Oakland-Fremont, CA",
    "path": "/advisors/ca/san-francisco"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2018-05-25",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-05-26",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "subscription"
  ],
  "advisory_activities": [
    "periodicals_newsletters",
    "security_ratings_pricing"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 3,
  "states_registered": [
    "CA"
  ],
  "websites": [
    "https://linkedin.com/IN/ROB-WILSON-A5AA975"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/142144",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    },
    {
      "item": "11.D(5)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever denied, suspended, or revoked the registration or license of the firm or an advisory affiliate, prevented either by order from associating with an investment-related business, or restricted either one's activity?"
    }
  ],
  "city_as_filed": "SAN MATEO",
  "url": "https://advisorcensus.com/firm/tiburon-research-group-san-mateo-ca-142144",
  "display_name": "Tiburon Research Group",
  "summary": "Tiburon Research Group is a state-registered investment advisory firm in San Mateo, CA, registered since 2018, with no regulatory assets under management reported in its Form ADV filing dated May 26, 2026.",
  "citation": "AdvisorCensus. Tiburon Research Group (CRD 142144): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "Subscription fees (for a newsletter or periodical)"
  ],
  "advisory_activity_labels": [
    "Publication of periodicals or newsletters",
    "Security ratings or pricing services"
  ],
  "quick_answers": [
    {
      "q": "How is Tiburon Research Group compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Tiburon Research Group reports these compensation arrangements: subscription fees (for a newsletter or periodical)."
    },
    {
      "q": "Where is Tiburon Research Group located?",
      "a": "Tiburon Research Group's principal office is in San Mateo, CA, according to its Form ADV."
    },
    {
      "q": "Is Tiburon Research Group registered with the SEC or a state?",
      "a": "Tiburon Research Group is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 142144."
    },
    {
      "q": "Does Tiburon Research Group report any disciplinary disclosures?",
      "a": "Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation), 11.D(4) (another regulator's order in the past ten years), and 11.D(5) (another regulator's denial, suspension, or revocation of a registration or license, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/142144"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/tiburon-research-group-san-mateo-ca-142144.md",
  "clients": [],
  "disclosure_line": "Reports 3 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/142144",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}