TCG Strategic Income Advisor LLC

RIASEC RegisteredEst. 2025
Total AUM
$5.1M
Discretionary
$5.1M
100% of AUM
Avg account
$5.1M
Accounts
1
Employees
29
Advisory reps
5

Firm details

Headquarters
West Palm Beach, Florida
CRD number
336718
Registered since
July 10, 2025
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

TCG Strategic Income Advisor LLC is an SEC-registered institutional registered investment adviser organized as an LLC. The firm identifies its client base as institutional and reports advisory work focused on portfolio management for investment companies. It charges fees as a percentage of assets under management and is not designated as an active ESG investor. The firm is listed as an owner type of domestic entity and individual and is classified as an institutional RIA. SEC registration year is 2025. TCG also describes corporate roles beyond traditional advisory services: it functions as an adviser and sponsor and serves as a general partner and managing member of pooled investment vehicles. The firm does not position itself as a capital allocator or pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Peter Mcnitt

    Peter Mcnitt

    Chief Investment OfficerCRD 6531757

  • Brandon Hetzel

    Brandon Hetzel

    Chief Financial OfficerCRD 7730934

  • Gabriel Katz

    Gabriel Katz

    Secretary and Chief Legal OfficerCRD 7356221

Contacts

2 of 2
  • Leonard Tannenbaum

    Leonard Tannenbaum

    Founder & Executive ChairmanCRD 2524216

  • Scott Reckamp

    Scott Reckamp

    Registered RepresentativeCRD 3194998

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

West Palm Beach, FL

Palm Beach

Location

West Palm Beach, FL

Headquartered in West Palm Beach, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Palm Beach
Address
525 Okeechobee Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth