TSG Alpha Partners, LLC

RIASEC RegisteredEst. 2025
Total AUM
$135M
Discretionary
$135M
100% of AUM
Avg account
$1.1M
Accounts
128
Employees
10
Advisory reps
8

Firm details

Headquarters
Old Bridge, New Jersey
CRD number
319493
Registered since
February 7, 2025
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles86.82%
  • Individuals13.18%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

TSG Alpha Partners, LLC is a privately held limited liability company that operates as a capital allocator for both individual/family and institutional clients. The firm provides a broad advisory platform that includes financial planning and portfolio management for individuals, small businesses, pooled investment vehicles, and institutions. It also offers pension consulting and the selection of other advisers. Fee arrangements are flexible: percentage-of-AUM, hourly, fixed fees, and performance-based structures are all used. The firm allocates capital into liquid public markets and into third-party and proprietary alternative vehicles. It is connected to industry counterparts that extend beyond a pure RIA model — affiliations include broker-dealer relationships, other registered advisers, an insurance company, and roles as sponsor, general partner, or managing member of pooled investment vehicles. TSG Alpha Partners is not an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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

Asset composition

Asset composition: Exchange Traded Equities 60%, Public Funds/Mutual Funds 35%, US Government Bonds 2%, Cash & Cash Equivalents 2%, Other 1%60%
  • Exchange Traded Equities60%
  • Public Funds/Mutual Funds35%
  • US Government Bonds2%
  • Cash & Cash Equivalents2%
  • Other1%

Owners & executives

1 of 1
  • Salvatore Caruso

    Salvatore Caruso

    President and CEOCRD 2363696

Contacts

3 of 7
  • Andrew Spaventa

    Andrew Spaventa

    FounderCRD 6175466

  • Lon Faccini

    Investment Advisor RepresentativeCRD 2736849

  • Patrick Ferraro

    Patrick Ferraro

    Registered Investment AdvisorCRD 2938345

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

Old Bridge, NJ

Middlesex

Location

Old Bridge, NJ

Headquartered in Old Bridge, NJ, 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
Middlesex
Address
3663 Route 9 N
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth