TSG Alpha Partners, LLC
Firm details
- Headquarters
- Old Bridge, New Jersey
- CRD number
- 319493
- Registered since
- February 7, 2025
- Website
- tsginvest.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities60%
- Public Funds/Mutual Funds35%
- US Government Bonds2%
- Cash & Cash Equivalents2%
- Other1%
Owners & executives
1 of 1
Salvatore Caruso
President and CEOCRD 2363696
Contacts
3 of 7
Andrew Spaventa
FounderCRD 6175466
Lon Faccini
Investment Advisor RepresentativeCRD 2736849

Patrick Ferraro
Registered Investment AdvisorCRD 2938345
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
Teplitz Financial Group LLC
RIAOld Bridge, NJ
Stern Capital Management, Inc.
RIAOld Bridge, NJ
Chuisano and Albert, L.L.C.
RIAOld Bridge, NJ
Haddonfield Financial Planning LLC
RIAHaddonfield, NJ
Hudson Oak Wealth Advisory LLC
RIAHoboken, NJ
Lumida Wealth Management LLC
RIAWayne, NJ