Tsp Capital Management Group, LLC
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Overview
Tsp Capital Management Group, LLC is a financial advisor firm that has its headquarters in Summit, New Jersey. The firm administers $354.9 million in assets under management over 269 client accounts, making it one of the larger investment advisory firms in the nation by assets under management (AUM). Tsp Capital Management Group, LLC has a small group, including 2 financial advisors. Tsp Capital Management Group, LLC is not a registered broker-dealer, meaning the company cannot buy and sell securities for its customers' and own accounts and instead has to go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal assets such as options, equities and bonds.
Tsp Capital Management Group, LLC administers 267 of the firm's client assets on a discretionary basis. Discretionary management signifies that an investment advisor makes transaction judgments without needing to seek the customer's approval. The firm also administers two non-discretionary accounts totaling $3.8 million in AUM. The investment advisory firm's typical account size is $1.3 million. The typical financial advisor at Tsp Capital Management Group, LLC oversees about 135 client accounts.
The company's main office is at 382 Springfield Avenue, Summit, New Jersey 7901. Tsp Capital Management Group, LLC is permitted to serve customers across 13 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Tsp Capital Management Group, LLC by the Numbers
$354.9 million
5
269
$1.3 million
Fee Structure
A financial advisor's fees typically depend on which services are offered. However, fees charged by Tsp Capital Management Group, LLC most likely consist of the following fee types: asset-based, fixed or performance-based. Tsp Capital Management Group, LLC does not provide a wrap fee program, in which the company offers a service bundle for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The company manages money for a broad range of investors. Tsp Capital Management Group, LLC provides services to retail investors, high net worth investors, pension plans, charitable organizations, corporations and other. Out of its 269 customers, Tsp Capital Management Group, LLC's largest client type by number of accounts is retail investors, though it also serves 50 high-net-worth individuals. The SEC defines a high-net-worth individual as an investor who has at least $750,000 under management or a net worth of at least $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 1% of the company's accounts reside abroad.
- High-Net-Worth Individuals* - 33.11%
- Other Individuals - 57.62%
- Corporations - 3.97%
- Charitable Organizations - 5.3%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Tsp Capital Management Group, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Tsp Capital Management Group, LLC
Summit, NJ
Bernardsville, NJ
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