TCP Investments LLC
Firm details
- Headquarters
- ,
- CRD number
- 137073
- Website
- www.tcpinvestments.net
- Custodians
- PROFUNDS DISTRIBUTORS, INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
TCP Investments LLC is a small, single-owner advisory firm organized as an LLC that provides discretionary portfolio management primarily for individual and family clients and small businesses. The firm charges fees as a percentage of assets under management and concentrates its allocations in publicly traded pooled vehicles rather than direct stock-picking or broad alternative strategies. TCP Investments LLC does not position itself as a multi-state adviser, pension consultant, capital allocator or active ESG investor; its advisory scope is focused and compact. Investment activity centers on mutual funds and other public fund vehicles, reflecting a model that leans on packaged investment products and external fund managers rather than bespoke private deals or extensive direct investments. The firm is classified as an unclassified adviser and reports advisory activities tied to portfolio management for individuals and small business clients.
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%
Owners & executives
1 of 1Robert Johnson
President and Chief Investment OfficerCRD 5027864
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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