TSP Capital Management Group, LLC
Firm details
- Headquarters
- Summit, New Jersey
- CRD number
- 131889
- Registered since
- September 10, 2004
- Website
- www.tspcapitalmgt.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI84.95%
- Individuals5.07%
- Charitable Organizations4.63%
- Other3.4%
- Corporations / Businesses1.43%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
TSP Capital Management Group, LLC is an independent registered investment adviser organized as an LLC. The firm is SEC-registered (registration year 2004) and is owned by an individual. Its client base includes both individuals and families as well as institutional clients. Advisory services focus on portfolio management for individuals and small businesses as well as for businesses or institutional accounts. Compensation arrangements include a percentage-of-AUM component, fixed fees, and performance-based fees. The firm reports a preference for equities, is not an active ESG investor, and is not designated as a multi-state or newly formed adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities87%
- US Government Bonds6%
- Investment Grade Corp Bonds5%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1Barbara Klepper
Chief Compliance OfficerCRD 3062595
Contacts
2 of 2Thomas Paluck
Founder and PresidentCRD 355780
Richard Wolffe
Senior Portfolio ManagerCRD 4546297
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$22.2M in ETFs
100%
$22.2M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES SILVER TRUST (SLV) | BlackRock | Passive | Commodities Focused | $14.4M | 263,925 | 64.92% |
Location
Summit, NJ
Union
Location
Summit, NJ
Headquartered in Summit, 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
- Union
- Address
- 382 Springfield Ave
- Time zone
- ET (UTC-5)
- Office locations
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