TCG LABS

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
329246
Registered since
November 20, 2023

Firm profile

FINTRX

Overview

TCG Labs is organized as a limited partnership and acts as sponsor, general partner and managing member for pooled investment vehicles. The firm registered with the SEC in 2023 and is listed as having domestic entity and individual ownership. Public information classifies the organization as unclassified; it is not identified as a capital allocator and is not flagged as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • JAMES EVANGELISTA

    Partner, CFOCRD 6125757

Contacts

3 of 3
  • PETER SVENNILSON

    Founder & Managing PartnerCRD 4660805

  • TIMOTHY KUTZKEY

    Managing PartnerCRD 6039377

  • JIN-LONG CHEN

    Managing PartnerCRD 7835825

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
1 Letterman Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth