Tsa Management Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Glen Head, NY. Its latest Form ADV filing, dated March 24, 2026, reports $1.5B in regulatory assets under management, 32 employees, 1 office, and 4,295 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 85.0% of total clients.
Top client categories% of clientsClients
1
Individuals
85.0%
2,182
2
HNWI
15.0%
384
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.5Bas of March 24, 2026
Discretionary96.3%
$1.4B
96% of total RAUM96.3%
Non-discretionary3.7%
$55M
4% of total RAUM3.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.5B
Total Accounts4,295
10Y AUM Change+$1.2B (+477.3%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees32
Clients per Employee80:1
10Y Employee Change-9 (-22.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.