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TCP Asset Management LLC
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CRD # | 286037 |
SEC # | 801-108836 |
CIK # | 0001961898 |
AUM | $641.8 MM (2024-08-22) |
Employees | 34 (53% Investors, 74% Brokers) |
Phone | 614-761-9378 |
Address | 8415 Pulsar Place Columbus, OH 43240 |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Value ($MM) | |
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Sprott Physical Gold Trust | 10.4 | ||
Apple Inc | 2.0 | ||
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 1,649 | 492.2 |
(b) Individuals (high net worth individuals) | 64 | 126.6 |
(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 | 1 | 22.9 |
(n) Other | 0 | 0.0 |
Total | 3,634 | 641.8 |
By Discretionary | ||
Discretionary | 3,560 | 599.8 |
Non-Discretionary | 74 | 42.0 |
Total | 3,634 | 641.8 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 641.8 | |
Total | 3,634 | 641.8 |
EDGAR Form | CIK | 2011 - 2025 |
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13F-HR | [0001961898] |
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PA | 0.6 |
Lincoln Capital LLC
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NE | 0.6 |
Navigation Group LLC
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Lebenthal Diversified Asset Management Inc
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Riverpoint Wealth Management Holdings LLC
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IL | 0.6 |
CCG Wealth Management LLC
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CA | 0.6 |
GSG Advisors LLC
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NJ | 0.6 |
EPG Wealth Management LLC
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GA | 0.6 |
Saiph Capital LLC
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NJ | 0.6 |
Parkside Advisors LLC
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CA | 0.6 |