TLG CAPITAL MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
6
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
WEST PALM BEACH, Florida
CRD number
323026
Registered since
April 26, 2023

Firm profile

FINTRX

Overview

TLG Capital Management, LLC is an LLC-style advisor that registered with the SEC in 2023 and operates as an active sponsor and general partner of pooled investment vehicles. The firm’s visible activity centers on private fund formation and management rather than traditional discretionary advisory relationships with retail clients. TLG positions itself as a sponsor/GP and managing member, which indicates primary responsibility for sourcing deals, controlling fund operations and making portfolio-level decisions on behalf of limited partners. The firm is classified as unclassified under standard categories and is not identified as a capital allocator in the snapshot provided. TLG is not listed as an active ESG investor, is not a multi-state adviser, and does not represent itself as a pension consultant. Details on client-facing advisory activities and fee schedules were not provided in the available data.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

2 of 2
  • DANIEL FENSTER

    Chief Administrative OfficerCRD 2837817

  • MICHAEL LAWRIE

    CEO and FounderCRD 1908023

Contacts

3 of 4
  • DAVID JOHNSON

    ​Senior PartnerCRD 6149710

  • PETER RICHARDS

    Vice PresidentCRD 4880033

  • Jonathan Morris

    Registered RepresentativeCRD 2804998

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

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
515 N Flagler Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth