TPK ADVISORS LLC

Overview

TPK Advisors LLC is a small, client-focused registered investment adviser organized as an LLC that concentrates on portfolio management for individuals and small businesses. The firm runs a fee model that combines a percentage-of-AUM component with the option of fixed fees, and it does not position itself as an ESG-focused manager. Investment activity is skewed toward public equities, with a clear preference for exchange-traded instruments as the primary driver of portfolio construction. The firm also allocates to third-party alternative managers — specifically hedge funds and real estate strategies — to complement its equity exposure and provide diversification and return enhancement. TPK Advisors serves individual and family clients and structures portfolios to reflect an equity-first orientation while adding other sleeves (mutual funds and alternatives) where appropriate. The adviser’s discretionary authority covers the entirety of its reported assets, indicating day-to-day portfolio implementation is handled in-house or via delegated managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices