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| Keyboard |
| TC Financial Management Co Inc
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|---|---|
| CRD # | 128967 |
| SEC # | 801-133018 |
| CIK # | 0000933790 |
| AUM | 122.7 M (2026-01-29) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 609-487-1805 |
| Address | 7811 Atlantic Ave Margate City, NJ 08402 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 107 | 31.5 |
| (b) Individuals (high net worth individuals) | 37 | 90.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 366 | 122.7 |
| By Discretionary | ||
| Discretionary | 366 | 122.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 366 | 122.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 122.7 | |
| Total | 366 | 122.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 3 | [0000933790] | |
| 4 | [0000933790] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Medline Inc MDLN
Class A Common Stock
|
2026-03-10 | Sell | 26,105,840 | $41.00 | 1,070,339,440 |
|
Medline Inc MDLN
Class A Common Stock
|
2026-03-10 | Other | 2,113,483 | ||
|
Medline Inc MDLN
Class A Common Stock
|
2026-03-05 | Conversion | 1,212,767 | ||
|
Medline Inc MDLN
Common Units of Medline Holdings, LP · derivative
|
2026-03-05 | Conversion | 1,212,767 | $0.00 | |
|
Medline Inc MDLN
Class B Common Stock
|
2026-03-05 | Other | 1,212,767 | ||
|
Medline Inc MDLN
Class A Common Stock
|
2026-03-04 | Conversion | 8,085,116 | ||
|
Medline Inc MDLN
Class B Common Stock
|
2026-03-04 | Other | 8,085,116 | ||
|
Medline Inc MDLN
Common Units of Medline Holdings, LP · derivative
|
2026-03-04 | Conversion | 8,085,116 | $0.00 | |
|
StandardAero Inc SARO
Common Stock
|
2026-02-26 | Sell | 19,840,268 | $31.46 | 624,174,831 |
|
StandardAero Inc SARO
Common Stock
|
2026-01-29 | Sell | 48,246,588 | $31.00 | 1,495,644,228 |
|
Medline Inc MDLN
Common Units of Medline Holdings, LP · derivative
|
2026-01-16 | Other | 55,557,381 | ||
|
Medline Inc MDLN
Class A Common Stock
|
2026-01-16 | Other | 111,994,953 | ||
|
Medline Inc MDLN
Class B Common Stock
|
2026-01-16 | Other | 55,557,381 | ||
|
Medline Inc MDLN
Class B Common Stock
|
2025-12-18 | Other | 6,815,617 | ||
|
Medline Inc MDLN
Class A Common Stock
|
2025-12-18 | Conversion | 6,815,617 | ||
|
Medline Inc MDLN
Common Units of Medline Holdings, LP · derivative
|
2025-12-18 | Conversion | 6,815,617 | $0.00 | |
|
Medline Inc MDLN
Class A Common Stock
|
2025-12-18 | Other | 1,549,243 | ||
|
Medline Inc MDLN
Class A Common Stock
|
2025-12-18 | Sell | 19,136,333 | $29.00 | 554,953,657 |
|
Vistance Networks Inc COMM
Series A Convertible Preferred Stock · derivative
|
2025-09-30 | Other | 17,343 | ||
|
Vistance Networks Inc COMM
Series A Convertible Preferred Stock · derivative
|
2025-06-30 | Other | 17,107 | ||
| showing 20 of 200 most recent transactions | |||||
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|---|---|---|
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123.1 M | |
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|
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|
Contango Wealth Management LLC
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|
RALL Capital Management Inc
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|
Elevated Wealth LLC
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|
UAK Diversified LLC
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|
122.7 M | |
|
Kahn Financial Group Inc
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|
FL | 122.6 M |
|
Trillium Investments LLC
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|
CA | 122.6 M |
|
Lionsbridge Wealth Management LLC
✚
|
FL | 122.4 M |