TSG Alpha Partners, LLC

RIASEC RegisteredEst. 2025

Total AUM

$135M

Discretionary

$135M

100% of AUM

Avg account

$1.1M

Accounts

128

Employees

Advisory reps

Firm details

Headquarters: Old Bridge, New Jersey
CRD number: 319493
Registered since: February 7, 2025
Website: tsginvest.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: Pooled Investment Vehicles86.82%
Individuals13.18%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

TSG Alpha Partners, LLC is a limited liability company that functions as a capital allocator for both individual/family and institutional clients. The firm is SEC-registered (2025) and offers a mix of fee arrangements — percentage of AUM, hourly, fixed fees and performance-based fees — reflecting a range of client engagement models from advisory retainers to incentive alignment on returns. Advisory capabilities span financial planning, portfolio management for individuals, small businesses, pooled investment vehicles, and institutions, plus pension consulting and the selection of other advisers. On the industry side, TSG Alpha Partners is affiliated with a broker-dealer, another investment adviser, an insurance company and acts as sponsor/GP or managing member of pooled investment vehicles. The firm does not list itself as an active ESG investor.