TSG ALPHA PARTNERS, LLC

RIASEC RegisteredEst. 2025
Total AUM
$135M
Discretionary
$135M
100% of AUM
Avg account
$1.1M
Accounts
128
Employees
10
Advisory reps
9

Firm details

Headquarters
OLD BRIDGE, New Jersey
CRD number
319493
Registered since
February 7, 2025
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 dedicated investment adviser that blends direct portfolio management for individuals and pooled vehicles with third-party manager selection and private fund sponsorship. The firm favors equity exposure—both through exchange-traded securities and separately managed accounts—while also operating as a capital allocator into private funds. Its client base spans high-net-worth individuals and families as well as institutional clients, and its advisory services include financial planning, pension consulting, and selection of other advisers. Fee arrangements are flexible and include AUM-based fees, fixed and hourly charges, and performance-based fees, indicating the firm can structure incentive-aligned arrangements for select mandates. Investment activity shows a multi-channel approach: publicly traded equities and ETFs are the primary liquid sleeve, SMAs are used for customized equity implementation, and a meaningful commitment to private funds sits alongside allocations to mutual funds. The firm’s role as sponsor, general partner, or managing member of pooled vehicles suggests an active hand in originating or managing alternative strategies in addition to allocating to third-party managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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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

Asset composition

Asset composition: Exchange Traded Equities 60%, Public Funds/Mutual Funds 35%, US Government Bonds 2%, Cash & Cash Equivalents 2%, Other 1%60%
  • Exchange Traded Equities60%
  • Public Funds/Mutual Funds35%
  • US Government Bonds2%
  • Cash & Cash Equivalents2%
  • Other1%

Owners & executives

1 of 1
  • SALVATORE CARUSO

    President and CEOCRD 2363696

Contacts

3 of 8
  • Benito Buontempo

    Investment Advisor RepresentativeCRD 7954836

  • Patrick French

    Registered Investment AdvisorCRD 2892709

  • OMAR ABURADI

    Wealth Management AdvisorCRD 7842299

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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

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Location

Primary office

OLD BRIDGE, NJ

MIDDLESEX

Location

OLD BRIDGE, NJ

Headquartered in OLD BRIDGE, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
MIDDLESEX
Address
3663 Route 9 N
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth