TSCG INVESTORS, LLC

RIASEC RegisteredEst. 1988
Total AUM
Avg account
$0
Accounts
0
Employees
5
Advisory reps
2

Firm details

Headquarters
WEATOGUE, Connecticut
CRD number
105525
Registered since
November 25, 1988
Website
tscg.com
Fee structure
Percentage of AUM, Performance Based Fees, Other
Services
Pension Consulting

Firm profile

FINTRX

Overview

Tscg Investors, LLC is a limited liability company that has been registered as an adviser since 1988 and presents itself primarily as a pension consultant. The firm’s advisory scope centers on pension consulting services rather than retail wealth management, and it is classified as an unclassified adviser. Fee arrangements include percentage-of-AUM components, performance-based fees and other fee structures, indicating flexibility to negotiate both asset-based and incentive-oriented contracts with institutional clients. Tscg Investors is not positioned as a capital allocator and does not identify as an active ESG investor or a multi-state adviser. The firm’s industry relationships include affiliations with an insurance company and a real estate broker, which suggests access to proprietary or referral channels for insurance-linked products and real estate deal flow. Those affiliations, combined with the pension consulting focus, point to a practice geared toward institutional plan design and manager selection rather than day-to-day private client wealth management.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Owners & executives

2 of 2
  • DAVID HUNTLEY

    CFO and CPACRD 5291676

  • SAMUEL LATONE

    President and CEOCRD 6992714

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

WEATOGUE, CT

HARTFORD

Location

WEATOGUE, CT

Headquartered in WEATOGUE, CT, anchoring the Hartford-East Hartford, CT metro in the Northeast.

Metro area
Hartford-East Hartford, CT
Region
Northeast
County
HARTFORD
Address
92 Hopmeadow St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth