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| Happy Holidays!! thanks for using AUM13F!! |
| TSFG LLC
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| CRD # | 172555 |
| SEC # | 801-99339 |
| CIK # | 0001800513 |
| AUM | $854.3 M (2025-03-03) |
| Employees | 18 (67% Investors, 50% Brokers) |
| Phone | 847-735-7100 |
| Address | 1052 N Western Avenue Lake Forest, IL 60045 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001800513 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| AbbVie Inc | 0.0 | ||
| Abbott Laboratories | 0.0 | ||
| Roblox Corp | 0.0 | ||
| Fedex Corp | 0.0 | ||
| Albertsons Companies Inc | 0.0 | ||
| DT Midstream Inc | 0.0 | ||
| Genuine Parts Co | 0.0 | ||
| Ship Finance International Ltd | 0.0 | ||
| Apple Inc | 0.0 | ||
| Oneok Inc /New/ | 0.0 | ||
| Linde PLC | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,038 | 441.9 |
| (b) Individuals (high net worth individuals) | 247 | 410.8 |
| (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 | 2 | 1.0 |
| (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 | 3 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 2,651 | 854.3 |
| By Discretionary | ||
| Discretionary | 2,651 | 854.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,651 | 854.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 854.3 | |
| Total | 2,651 | 854.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001800513] |
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|---|---|---|
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Folger Nolan Fleming Douglas Incorporated
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0.9 | |
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MI | 0.9 |
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Hartline Investment Corp
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IL | 0.9 |
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The Fairman Group LLC
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PA | 0.9 |
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Sky Investment Group LLC
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CT | 0.9 |