← Directory
TSA MANAGEMENT INC
Legal name: TSA PORTFOLIO MANAGEMENT, INC. FKA TSA MANAGEMENT INC.
CRD 106440File 801-41423
APPROVED
Retail clients
Filing as of Mar 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.48B
Above cohort median (national)
Discretionary AUM
$1.42B
Non-discretionary $55.1M
Clients
2,566
4,295 accounts
Employees
32
Above cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- May 7, 1992
- Principal office
- 725 GLEN COVE AVE, GLEN HEAD, NY, 11545
- Phone
- 516-676-3332
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.48B
- Discretionary AUM
- $1.42B
- Non-discretionary AUM
- $55.1M
- Discretionary accounts
- 4,135
- Non-discretionary accounts
- 160
- Total accounts
- 4,295
- AUM per client
- $576K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 384 | $827.2M |
| Individuals (other than high net worth individuals) | 2,182 | $651.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.