TSP ADVISORS, LLC

RIASEC RegisteredEst. 2022
Total AUM
$317M
Discretionary
$317M
100% of AUM
Avg account
$106M
Accounts
3
Employees
12
Advisory reps
4

Firm details

Headquarters
MERCER ISLAND, Washington
CRD number
281758
Registered since
November 14, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

TSP Advisors, LLC is an SEC-registered investment adviser (registered in 2022) organized as a limited liability company that operates as a private equity fund manager. The firm targets institutional clients and focuses its advisory work on portfolio management for pooled investment vehicles, acting in sponsor/GP and managing-member roles for those vehicles. Its compensation structure combines a percentage-of-AUM fee with performance-based fees. TSP Advisors does not position itself as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

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

Owners & executives

1 of 1
  • JAY HENNIGER

    Chief Administrative OfficerCRD 7886168

Contacts

3 of 3
  • MITCHELL COHEN

    ChairmanCRD 4380403

  • SCOTT ALDERMAN

    Managing DirectorCRD 6609088

  • AARON PERRINE

    Managing DirectorCRD 7514964

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

MERCER ISLAND, WA

KING

Location

MERCER ISLAND, WA

Headquartered in MERCER ISLAND, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area
Seattle-Tacoma, WA
Region
West
County
KING
Address
2856 80th Ave SE
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth