LSA TPM, LLC
Firm details
- Headquarters
- LEE'S SUMMIT, Missouri
- CRD number
- 150059
- Fee structure
- Percentage of AUM
- Client types
- Pension & Profit Sharing Plans100%
- Services
- Portfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
LSA Tpm, LLC is a small, institutionally focused RIA that manages discretionary portfolios for businesses and institutional clients and offers pension consulting services. The firm charges fees as a percentage of assets under management and appears to concentrate its implementation on pooled public fund vehicles rather than operating as a capital allocator or running bespoke alternative strategies. LSA Tpm, LLC is not positioned as an ESG-focused manager and does not present itself as a multi-state adviser; its business model centers on a limited roster of institutional mandates sized in the low millions. Investment activity is centered on delegated portfolio management for institutions—likely small pension plans, pooled plans or similar corporate/institutional accounts—using liquid collective vehicles. The firm’s footprint and client base suggest a boutique service model: a hands-on, discretionary approach for a modest number of institutional relationships.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Contacts
1 of 1JAMES KASPER
PresidentCRD 4897585
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LEE'S SUMMIT, MO
JACKSON
Location
LEE'S SUMMIT, MO
Headquartered in LEE'S SUMMIT, MO, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- JACKSON
- Address
- 211 NW Executive Way
- Time zone
- CT (UTC-6)
- Office locations
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