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| Happy Holidays!! thanks for using AUM13F!! |
| TLG Advisors Inc
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| CRD # | 111052 |
| SEC # | 801-60458 |
| CIK # | 0001856219 |
| AUM | $1.9 B (2025-07-22) |
| Employees | 280 (52% Investors, 91% Brokers) |
| Phone | 888-371-0013 |
| Address | 475 Springfield Ave, Suite 1 Summit, NJ 07901 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | GSP Capstan Access Fund LLC | [2025-03-30] | 11.1 | 12.3 |
| PE | GSP Fusioniq Access Fund LLC | [2025-03-30] | 3.8 | 4.8 |
| PE | GSP Litesport Access Fund LLC | [2025-03-30] | 1.1 | 2.0 |
| PE | GSP Osteal Access Fund II LLC | [2025-03-30] | 15.6 | 8.1 |
| PE | GSP Osteal Access Fund LLC | [2025-03-30] | 8.1 | 15.6 |
| PE | GSP Pienso Access Fund LLC | [2025-03-30] | 3.8 | 5.2 |
| PE | GSP Radar Access Fund LLC | [2025-03-30] | 18.9 | 19.0 |
| PE | GSP Shaw Access Fund LLC | [2025-03-30] | 26.2 | 26.3 |
| PE | GSP SMS Access Fund LLC | [2025-03-30] | 0.9 | 0.9 |
| PE | GSP View Access Fund LLC | [2025-03-30] | 1.7 | 2.6 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5,656 | 1,371.1 |
| (b) Individuals (high net worth individuals) | 226 | 504.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 147 | 36.8 |
| (h) Charitable organizations | 6 | 0.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 103 | 35.2 |
| (n) Other | 0 | 0.0 |
| Total | 6,331 | 1,948.1 |
| By Discretionary | ||
| Discretionary | 4,768 | 1,537.5 |
| Non-Discretionary | 1,563 | 410.6 |
| Total | 6,331 | 1,948.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,948.1 | |
| Total | 6,331 | 1,948.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Erik Oros | 13 | ||
| Robert Amoruso | 12 | ||
| Roger Braunfeld | 3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
BIP Wealth LLC
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|
GA | 3.4 |
|
Abacus Wealth Partners LLC
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|
CA | 3.3 |
|
Popular Securities LLC
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|
PR | 2.3 |
|
Trajan Wealth LLC
✚
|
AZ | 2.0 |
|
Zuckerman Investment Group LLC
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|
IL | 1.9 |
|
Jaffe Tilchin Investment Partners LLC
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|
FL | 1.8 |
|
Turtle Creek Wealth Advisors LLC
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|
TX | 1.7 |
|
World Equity Group Inc
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|
IL | 0.9 |
|
BOK Financial Securities Inc
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|
OK | 0.8 |
|
Align Impact LLC
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|
CO | 0.8 |