TSP CAPITAL MANAGEMENT GROUP, LLC
Firm details
- Headquarters
- SUMMIT, New Jersey
- CRD number
- 131889
- Registered since
- September 10, 2004
- Website
- www.tspcapitalmgt.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI84.95%
- Individuals5.07%
- Charitable Organizations4.63%
- Other3.4%
- Corporations / Businesses1.43%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
TSP Capital Management Group, LLC is an SEC-registered investment adviser organized as an LLC and operating since 2004. The firm manages portfolios for both individual and family clients as well as institutional and business accounts, with advisory services focused on discretionary portfolio management. Its fee arrangements include percentage-of-AUM fees, fixed fees and performance-based fees. The firm reports it is not an active ESG investor and is not structured as a multi-state adviser. Ownership is reported as individual.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities87%
- US Government Bonds6%
- Investment Grade Corp Bonds5%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1BARBARA KLEPPER
Chief Compliance OfficerCRD 3062595
Contacts
2 of 2RICHARD WOLFFE
Senior Portfolio ManagerCRD 4546297
THOMAS PALUCK
Founder and PresidentCRD 355780
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$26.8M in ETFs
100%
$26.8M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES SILVER TRUST (SLV) | BlackRock | Passive | Commodities Focused | $18.1M | 264,925 | 67.27% |
Location
SUMMIT, NJ
UNION
Location
SUMMIT, NJ
Headquartered in SUMMIT, 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
- UNION
- Address
- 382 Springfield Ave
- Time zone
- ET (UTC-5)
- Office locations
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