|
⚲
|
| TSP Advisors LLC
✚
| |
|---|---|
| CRD # | 281758 |
| SEC # | 801-126853 |
| CIK # | |
| AUM | $263.0 MM (2024-03-20) |
| Employees | 11 (27% Investors, 0% Brokers) |
| Phone | 425-248-0591 |
| Address | 155 108th Ave NE Bellevue, WA 98004 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | Trilogy Search Partners 2 LP | [2022-10-10] | 44.4 | 93.8 |
| PE | Trilogy Search Partners 3 LP | [2022-10-10] | 111.9 | 19.3 |
| PE | Trilogy Search Partners LLC | 2022-10-10 | 45.0 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 263.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3 | 263.0 |
| By Discretionary | ||
| Discretionary | 3 | 263.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3 | 263.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 263.0 | |
| Total | 3 | 263.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Mitchell Cohen | 8 | ||
| Scott Alderman | 5 | ||
| Aaron Perrine | 3 | ||
| None Tsp3 GP LLC | 1 | ||
| Cregg Baumbaugh | 1 | ||
| None Tsp2 GP LLC | 1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
MKH Capital Partners LP
✚
|
FL | 0.3 |
|
One Stone Partners LLC
✚
|
FL | 0.3 |
|
Scaleworks Capital LLC
✚
|
TX | 0.3 |
|
KIAN Capital Partners LLC
✚
|
NC | 0.3 |
|
Greybull Advisors LLC
✚
|
WY | 0.3 |
|
Concord Management Services LLC
✚
|
NJ | 0.3 |
|
Meaningful Partners LLC
✚
|
CA | 0.3 |
|
WPH GP LLC
✚
|
MA | 0.3 |
|
Sandbridge Investment Management LLC
✚
|
CA | 0.3 |
|
Northrim Adviser LLC
✚
|
AZ | 0.3 |