Adviser Profile
| As of Date | 02/09/2025 |
| Registration status | Registration Changed to TSG ALPHA PARTNERS, LLC |
| ADV Location | RONKONKOMA, NY, United States |
| Contact Info | 631 xxxxxxx |
| Websites |
| AUM* | 74,489,405 14% |
| of that, discretionary | 74,489,405 1845% |
| Number of Employees | 7 |
| of those in investment advisory functions | 6 |
| Private Fund GAV* | 0 |
| Avg Account Size | 846,471 6% |
| SMA’s | No |
| Private Funds | 0 8 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- Pooled investment vehicles
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
Reported AUM
1
1
1
1