TSPI, LP

RIASEC RegisteredEst. 2018
Total AUM
$1.9B
Discretionary
$1.9B
100% of AUM
Avg account
$481M
Accounts
4
Employees
34
Advisory reps
7

Firm details

Headquarters
New York, New York
CRD number
291090
Registered since
January 18, 2018
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Tspi, LP is a limited partnership that registered with the SEC in 2018 and operates as a multi‑strategy fund manager with principal activities in hedge fund and private equity management. The firm serves institutional clients and focuses on portfolio management for pooled investment vehicles; it also functions as a sponsor/GP and holds affiliations consistent with broker‑dealer, commodity pool/operator or CTA, and adviser roles. Ownership is structured across domestic entities and individuals. Its fee schedule combines an asset‑based charge with performance‑linked fees. The firm identifies itself as an active ESG investor, indicating that environmental, social and governance considerations are incorporated into its investment or manager‑selection process.

Assets & Accounts

Investments & Alternatives

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

Contacts

3 of 7
  • ROMAN BERGER

    Partner, General CounselCRD 5982140

  • JOHN OVERDECK

    Financial Advisor and Registered RepresentativeCRD 2280794

  • DAVID SIEGEL

    Co-Founder & Co-ChairmanCRD 2197031

Unlock 4 more contacts

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

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, 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
NEW YORK
Address
101 Avenue of the Americas
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth