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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 33 | 32 | decreased by1 |
| Apr 1, 2026 | Clients | 2,794 | 2,566 | decreased by228 |
| Apr 1, 2026 | AUM | $1,284,683,018 | $1,479,139,204 | increased by$194,456,186 |
| Apr 1, 2026 | Accounts | 4,064 | 4,295 | increased by231 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 54 | 33 | decreased by21 |
| May 1, 2025 vs Oct 1, 2022 | Custody | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 2,858 | 2,794 | decreased by64 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,160,767,497 | $1,284,683,018 | increased by$123,915,521 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 4,071 | 4,064 | decreased by7 |
| May 1, 2022 | Custody | No | Yes | |
| Apr 1, 2022 | Employees | 65 | 54 | decreased by11 |
| Apr 1, 2022 | Clients | 3,574 | 2,858 | decreased by716 |
| Apr 1, 2022 | AUM | $888,560,875 | $1,160,767,497 | increased by$272,206,622 |
| Apr 1, 2022 | Accounts | 3,574 | 4,071 | increased by497 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “TSA MANAGEMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TSA MANAGEMENT” may also match similarly-named firms). Confirm identity against each filing.
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.