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TSA PORTFOLIO MANAGEMENT, INC. FKA TSA MANAGEMENT INC.

Advisory

N·GLEN HEAD, NY

Data as of Mar 24, 2026 · Source: SEC Form ADV

Total AUM

$1.5B

1-Year AUM Growth

+14.1%

3-Year CAGR

+7.9%

Employees

5

Assets Under Management

Total AUM$1.5B

Discretionary AUM$1.4B

Non-Discretionary AUM$55M

Discretionary %96.3%

Total Clients2,794

Team

Total Employees5

Investment Advisers32

Employee Growth (1Y)—

Filing History

Total Filings on Record56

First FilingFeb 13, 2001

Latest FilingMar 24, 2026

🔒 Full AUM trend chart and 56 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on TSA PORTFOLIO MANAGEMENT, INC. FKA TSA MANAGEMENT INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.