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| Keyboard |
| TSA Portfolio Management Inc FKA TSA Management Inc
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|---|---|
| CRD # | 106440 |
| SEC # | 801-41423 |
| CIK # | |
| AUM | 1,479.1 M (2026-03-24) |
| Employees | 32 (16% Investors, 100% Brokers) |
| Fees | |
| Minimum | |
| Phone | 516-676-3332 |
| Address | 725 Glen Cove Ave Glen Head, NY 11545 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,182 | 651.9 |
| (b) Individuals (high net worth individuals) | 384 | 827.2 |
| (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 | 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 | 4,295 | 1,479.1 |
| By Discretionary | ||
| Discretionary | 4,135 | 1,424.1 |
| Non-Discretionary | 160 | 55.1 |
| Total | 4,295 | 1,479.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,479.1 | |
| Total | 4,295 | 1,479.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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|---|---|---|
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