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| TFP Management LLC
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|---|---|
| CRD # | 313543 |
| SEC # | 801-121243 |
| CIK # | |
| AUM | 273.0 M (2026-03-26) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 563-359-8783 |
| Address | 3475 Utica Ridge Road Bettendorf, IA 52722 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 592 | 153.2 |
| (b) Individuals (high net worth individuals) | 68 | 119.8 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,566 | 273.0 |
| By Discretionary | ||
| Discretionary | 1,566 | 273.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,566 | 273.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 273.0 | |
| Total | 1,566 | 273.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 35 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
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Birmingham Capital Management Co Inc
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AL | 273.6 M |
|
Summit Investment Advisors Inc
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Bluestone Wealth Management LLC
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TX | 272.6 M |
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Alliance Wealth Management Partners LLC
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TN | 272.4 M |
|
Mendel Capital Management LLC
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AR | 272.3 M |
|
46 Peaks LLC
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PA | 272.1 M |