Tocqueville Asset Management
- Company typePrivate
- Founded1985
- HeadquartersNew York, United States
- Headcount51–100
- GTM typeB2C
- OfferingServices
Tocqueville Asset Management firmographics
Firmographics- Name
- Tocqueville Asset Management
- Legal name
- Tocqueville Asset Management L.P.
- Website
- http://tocqueville.com
- Company type
- Private
- Founded year
- 1985
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Ownership category
- akta.pro rank
Tocqueville Asset Management industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Discretionary Portfolio Management (DPM) (FSAAABAC)
- akta.pro secondary industries
- Private Banking & UHNW Wealth Advisory (FSAEABAC), Private Client/High-Net-Worth Advisory (FSAEAAAN)
Keywords
Where Tocqueville Asset Management is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Tocqueville Asset Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Asset Management Fees: Tocqueville operates as a fee-only, fiduciary wealth management firm. The firm charges asset-based fees for investment management services, managing customized portfolios for clients including equities, fixed income, alternative investments, and qualified opportunity zone investing. As a registered investment advisor and fiduciary, the firm is legally obligated to act in clients' best interests.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Fee-only fiduciary wealth management services |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels7 records
Tocqueville Asset Management product offering
Product offeringCore offering
Tocqueville Asset Management is a fee-only, fiduciary wealth management firm that creates customized investment portfolios spanning equities, fixed income, alternative investments, and qualified opportunity zone investing for high-net-worth individuals, families, and institutions. The offering extends beyond investment management to include family and estate planning, integrated planning with legal and tax advisors, family office services (bill paying, accounting, household management), private banking through a BNY Mellon partnership, international client services, and record keeping and reporting with 24/7 portfolio access.
Product overview
Tocqueville Asset Management is a fee-only, fiduciary wealth management firm offering a unified platform of investment and financial services. The core offering centers on customized asset management (equities, fixed income, alternatives, and opportunity zone investing), supported by integrated planning modules including family legacy planning, administrative services, private banking (via BNY Mellon partnership), international client services, and comprehensive record keeping. The product suite includes proprietary mutual funds (Tocqueville Fund), sub-branded funds acquired through the Poplar Forest Capital integration (Poplar Forest Funds), and the newly launched Tocqueville Private Markets Fund I, LP for alternative investments.
Differentiator
Problem solved
Functional benefit
Brands
- Tocqueville Funds: Mutual funds managed by Tocqueville Asset Management L.P.
- Poplar Forest Funds
- Tocqueville Private Markets Fund I, LP
Products and services
- Asset Management Customized portfolio management covering equities, fixed income, alternative investments, and qualified opportunity zone investing, focused on capital preservation and tax-sensitivity for high-net-worth individuals, families, and institutions.
- Family & Estate Planning Guidance on intra- and intergenerational family communication, gifting strategies, charitable donations coordination, and family governance planning for multi-generational wealth transfer.
- Integrated Planning Coordination of investment and estate planning, working closely with clients' attorneys and accountants to develop customized, cohesive financial plans.
- Family Office Services Daily financial administrative support including bill paying, accounting, household management, money movement, gifting, distributions, bookkeeping, and cash management for clients who prefer outsourced family office functions.
- Private Banking Custom-tailored banking solutions delivered via the BNY Mellon, N.A. partnership, including Investment Credit Lines (ICL) for financing needs of $1 million or more, adjustable- and fixed-rate residential mortgages, life insurance premium financing, and commercial real estate financing.
- International Client Services Specialized support for clients with financial responsibilities across borders, including multi-currency reporting, property management, medical/insurance claims assistance, and power of attorney handling.
- Record Keeping & Reporting Quarterly insights, customized financial reporting, 24/7 online portfolio access, income/balance sheet/cash flow analysis, and outside asset tracking to keep clients continuously informed.
- Tocqueville Fund Flagship mutual fund managed by Tocqueville Asset Management L.P., focused on long-term growth and preservation of capital for investors.
- Poplar Forest Funds Value-oriented mutual funds acquired through the Poplar Forest Capital integration, offering long-term, bottom-up investment strategies for individual and institutional investors.
- Tocqueville Private Markets Fund I, LP Tocqueville's inaugural private market fund offering diversified institutional-quality alternative investments across venture capital, private equity, real estate, and private credit through a single client-friendly structure.
Quantifiable outcome
- 40+ years of operation managing generational wealth
- +2 more outcomes
Companies that use Tocqueville Asset Management
Customer profileSegments3 records
Ideal customer profiles3 records
Tocqueville Asset Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration5 records
Tocqueville Asset Management partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered minor and core.
- Tocqueville Foundation of Normandy, FranceminorMore Perfect, an American civic alliance, announced a partnership between Tocqueville Foundation of Normandy, France and itself. While the Tocqueville Foundation is a distinct entity from Tocqueville Asset Management, this partnership involves the Tocqueville name and brand association. The partnership aims to advance transatlantic dialogue on democracy through Tocqueville Conversations in 2026, including gatherings in France and at George Washington's Mount Vernon.
- CapZone Impact Investments LLCcoreTocqueville partnered with CapZone Impact Investments, a national Opportunity Zone investment platform, to develop Opportunity Zone projects focused on social impact. The firms announced an equity investment in The Veterans Victory, a multifamily housing Opportunity Zone project in Colorado Springs providing housing for veterans and disabled veterans. The partnership combines Tocqueville's investor insight and diligence resources with CapZone's Opportunity Zone compliance and impact investing data measurement capabilities.
- BNY Mellon, N.A.coreTocqueville has a partnership with BNY Mellon, N.A. for private banking services. Through this partnership, Tocqueville clients access Investment Credit Lines (ICL) structured for financing needs of $1 million or more, as well as custom-tailored mortgage solutions including adjustable-rate and fixed-rate residential mortgages. BNY Mellon provides insulation from secondary-market guidelines and customized solutions tailored to client liquidity needs. Mortgage and credit services are subject to application and credit approval.
Scale indicators4 records
Recent moves5 records
Expansion highlights5 records
Tocqueville Asset Management competitors and assessment
Company assessmentDirect peers
- Bessemer Trust: Privately held, multi-generational wealth manager serving ultra-high-net-worth families with customized investment management, estate planning, and family office services. Directly comparable to Tocqueville in fiduciary HNW wealth management, independent ownership, and integrated planning model.
- Glenmede: Independent, privately owned investment and wealth management firm founded by the Pew family, serving HNW individuals, families, foundations, and endowments. Closely comparable to Tocqueville's independent structure, multi-asset portfolio management, and emphasis on long-term capital preservation.
- Brown Brothers Harriman (BBH Wealth Management): Privately held partnership bank with a substantial wealth management division serving HNW families and institutions with customized portfolios, private banking, and estate services. Comparable in independent partnership structure, fiduciary orientation, and multi-generational client focus.
- Fisher Investments: Privately held investment management firm serving HNW individuals and institutions with customized global equity and fixed income portfolios. Comparable in independent ownership, asset-based fee model, and direct relationship with HNW clients seeking discretionary portfolio management.
- Brown Advisory: Independent, privately held investment and wealth management firm serving HNW individuals, families, and institutions with customized portfolios and integrated planning. Directly comparable in independent structure, fiduciary focus, and integrated wealth + planning model.
- Cresset Capital: Independent, family-founded wealth management firm serving UHNW families with customized investment management, family office services, and estate planning. Comparable in independent ownership, multi-generational client focus, and integrated family-office-style offering.
- William Blair Wealth Management: Employee-owned investment firm with a substantial wealth management division serving HNW individuals and families with customized portfolios and integrated planning. Comparable in independent employee-owned structure and HNW advisory focus.
- Fort Washington Investment Advisors: Investment management firm serving institutional and HNW clients with customized equity and fixed income portfolios. Comparable in active investment management approach and focus on long-term capital preservation, though with more institutional weighting.
Broad incumbents
- Abbot Downing (Wells Fargo): Wealth management subsidiary of Wells Fargo serving UHNW families with customized portfolios and family office services. Overlaps with Tocqueville in HNW/UHNW wealth management but operates as part of a much larger banking platform.
- Fiduciary Trust Company (Franklin Templeton): Wealth management firm serving HNW individuals and families with customized portfolios, estate planning, and multi-generational wealth services. Comparable in HNW focus and integrated planning, though owned by Franklin Templeton.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Tocqueville Asset Management social profiles
Digital presenceTocqueville Asset Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Tocqueville Asset Management leadership team
Management profileNumber of profiles
Profiles10 records
Tocqueville Asset Management funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Tocqueville Asset Management M&A and investment
M&A and investmentM&A2 records
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Tocqueville Asset Management
What does Tocqueville Asset Management do?
Tocqueville Asset Management is a fee-only, fiduciary wealth management firm that creates customized investment portfolios spanning equities, fixed income, alternative investments, and qualified opportunity zone investing for high-net-worth individuals, families, and institutions. The offering extends beyond investment management to include family and estate planning, integrated planning with legal and tax advisors, family office services (bill paying, accounting, household management), private banking through a BNY Mellon partnership, international client services, and record keeping and reporting with 24/7 portfolio access.
Is Tocqueville Asset Management a public or private company?
Tocqueville Asset Management is a private company. It is classified as management employee owned and is currently operating.
When was Tocqueville Asset Management founded?
Tocqueville Asset Management was founded in 1985. It employs 51 to 100 people.
Where is Tocqueville Asset Management based?
Tocqueville Asset Management is headquartered in New York, United States, in the North America region.
How does Tocqueville Asset Management make money?
One revenue line is on record: asset Management Fees.
Who are Tocqueville Asset Management's main competitors?
Direct peers on record are Bessemer Trust, Glenmede, Brown Brothers Harriman (BBH Wealth Management), Fisher Investments, Brown Advisory, Cresset Capital, William Blair Wealth Management and Fort Washington Investment Advisors. Broad incumbents are Abbot Downing (Wells Fargo) and Fiduciary Trust Company (Franklin Templeton).
Does Tocqueville Asset Management have an API?
No public API is recorded for Tocqueville Asset Management.
What industry is Tocqueville Asset Management in?
Tocqueville Asset Management's product category is Wealth Management. Its primary akta.pro industry code is FSAAABAC, Discretionary Portfolio Management (DPM), with a secondary code of FSAEABAC, Private Banking & UHNW Wealth Advisory. Its NAICS code is 523940 and its SIC code is 6282.