LSA TPM, LLC

RIASEC Registered
Total AUM
$26M
Discretionary
$26M
100% of AUM
Avg account
$1.2M
Accounts
21
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 100%100%
  • Public Funds/Mutual Funds100%

Contacts

1 of 1
  • JAMES KASPER

    PresidentCRD 4897585

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth