TSVC MANAGEMENT LLC

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
LOS ALTOS, California
CRD number
315790
Registered since
October 14, 2024

Firm profile

FINTRX

Overview

Tsvc Management LLC is a limited liability company that registered with the SEC in 2024 and is owned by an individual. The firm is classified as unclassified on the platform and is not designated as a capital allocator. It does not identify as an active ESG investor, is not registered as a multi-state adviser, and is not listed as a pension consultant or related adviser. Public disclosures about its fee schedule, client types, and day-to-day advisory activities are not provided in the source data. The firm has an explicit role in pooled vehicles: it serves as sponsor, general partner, and managing member for investment funds it oversees.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • Xiaofeng Shao

    General PartnerCRD 7248336

  • EUGENE ZHANG

    Founding PartnerCRD 6178484

  • CHUN XIA

    Founding PartnerCRD 6179494

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

LOS ALTOS, CA

SANTA CLARA

Location

LOS ALTOS, CA

Headquartered in LOS ALTOS, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SANTA CLARA
Address
153 2nd St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth