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| TLG Advisors Inc
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|---|---|
| CRD # | 111052 |
| SEC # | 801-60458 |
| CIK # | 0001856219 |
| AUM | 2,295.9 M (2026-03-31) |
| Employees | 290 (53% Investors, 93% Brokers) |
| Phone | 888-371-0013 |
| Address | 475 Springfield Ave Summit, NJ 07901 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | GSP Capstan Access Fund LLC | [2025-03-30] | 11.1 M | 12.3 M |
| Offered $16,200,000 · Filed 2024-11-08 (D) · Exemption 506(b) · Remaining $5,150,000 · Duration One year or less · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4,717 | 1.6 |
| (b) Individuals (high net worth individuals) | 301 | 0.6 |
| (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 | 28 | 0.0 |
| (h) Charitable organizations | 8 | 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 | 107 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 6,727 | 2.3 |
| By Discretionary | ||
| Discretionary | 5,202 | 1.8 |
| Non-Discretionary | 1,525 | 0.5 |
| Total | 6,727 | 2.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.3 | |
| Total | 6,727 | 2.3 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Erik Oros | Executive Officer | 23 | 3 | |
| Robert Amoruso | Executive Officer | 20 | 3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Clients | 38 |
| Serves | Institutional, Retail, Research |
| Fund Types | Private Equity |
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