TCG STRATEGIC INCOME ADVISOR LLC

RIASEC RegisteredEst. 2025
Total AUM
$5.1M
Discretionary
$5.1M
100% of AUM
Avg account
$5.1M
Accounts
1
Employees
29
Advisory reps
5

Firm details

Headquarters
WEST PALM BEACH, Florida
CRD number
336718
Registered since
July 10, 2025
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

TCG Strategic Income Advisor LLC is a small, institutionally focused adviser that provides portfolio management for investment companies. The firm’s name and mandate indicate a focus on income-generating strategies, and its regulatory profile shows it operates as an adviser and as a sponsor/GP or managing member of pooled investment vehicles. TCG Strategic Income Advisor LLC is SEC-registered as of 2025, charges clients on a percentage-of-AUM basis, and is oriented toward institutional relationships rather than retail households. The firm is not identified as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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

Owners & executives

3 of 3
  • PETER MCNITT

    Chief Investment OfficerCRD 6531757

  • Brandon Hetzel

    Chief Financial OfficerCRD 7730934

  • GABRIEL KATZ

    Secretary and Chief Legal OfficerCRD 7356221

Contacts

2 of 2
  • LEONARD TANNENBAUM

    Founder & Executive ChairmanCRD 2524216

  • Scott Reckamp

    Registered RepresentativeCRD 3194998

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

FINTRX

Location

Primary office

WEST PALM BEACH, FL

PALM BEACH

Location

WEST PALM BEACH, FL

Headquartered in WEST PALM BEACH, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
PALM BEACH
Address
525 Okeechobee Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth