TPG Advisors LLC

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Assets, Funds, Holdings

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TPG Advisors LLC
CRD #298496
SEC #801-114032
CIK #0001706669, 0002033388
AUM $235.8 M (2025-03-14)
Employees 4 (100% Investors, 0% Brokers)
Phone847-441-9400
Address465 Central Ave
Northfield, IL 60093
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($M)
2502001501005002007201320192026
CIK Period
0001706669 0002033388
Sector Form 13F Holdings Value ($M)
Global MOFY Metaverse Ltd 8.6
Apple Inc 6.0
Trebia Acquisition Corp 4.6
Nu Holdings Ltd 1.6
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 191 57.0
(b) Individuals (high net worth individuals) 57 164.7
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 14 13.3
(h) Charitable organizations 2 0.1
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 3 0.7
(n) Other 0 0.0
Total 727 235.8
By Discretionary
Discretionary 686 223.5
Non-Discretionary 41 12.3
Total 727 235.8
By Non-United States Persons
Non-United States Persons 1.7
United States Persons 234.0
Total 727 235.8
EDGAR Form CIK 2011 - 2025
13F-HR [0001706669]
13F-HR [0002033388]
Comparable Firms State AUM ($B)
Riverplace Capital Management Inc
FL 0.2
Crossgate Wealth Advisors LLC
PA 0.2
Northeastern Star Asset Management Inc
PA 0.2
Penney Financial LLC
TX 0.2
Pandora Wealth Inc
IL 0.2
American Planning Services Inc
FL 0.2
Casilio Leitch Investments LLC
CA 0.2
Key Group Management Inc
AZ 0.2
Citadel Investment Advisory Inc
0.2
Reliant Investment Partners LLC
NC 0.2
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