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 formed as an LLC and operating since 2004. The firm serves both individual/family clients and institutional accounts, offering discretionary portfolio management for individuals, small businesses, and institutional/business clients. Its compensation arrangements include asset-based fees, fixed fees and performance-linked fees. Filings classify the firm as not acting as a capital allocator, and it does not identify as an active ESG investor or as a pension consultant. The adviser appears to favor a traditional investment-management model that outsources alternative strategies to external managers rather than running proprietary private funds.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 2
Richard 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
$21.7M in ETFs
100%
$21.7M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES SILVER TRUST (SLV) | BlackRock | Passive | Commodities Focused | $14.2M | 264,925 | 65.32% |
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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