← Directory
TTP INVESTMENTS, INC.
CRD 284082File 801-107967
APPROVED
Retail clients
Filing as of Mar 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$570.6M
Above cohort median (national)
Discretionary AUM
$570.6M
Clients
382
1,038 accounts
Employees
3
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jun 30, 2016
- Principal office
- 1978 THE ALAMEDA, SAN JOSE, CA, 95126
- Phone
- 408-879-0399
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $570.6M
- Discretionary AUM
- $570.6M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,038
- Non-discretionary accounts
- 0
- Total accounts
- 1,038
- AUM per client
- $1.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $679K |
| High net worth individuals | 155 | $499.9M |
| Individuals (other than high net worth individuals) | 226 | $70.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — FOR CLIENTS WHOSE MONEY WE DO NOT MANAGE - VERY INFREQUENT
- A percentage of assets under your management
Advisory activities
- Financial planning services
- 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 | Clients | 377 | 382 | increased by5 |
| Apr 1, 2026 | AUM | $485,281,841 | $570,595,563 | increased by$85,313,722 |
| Apr 1, 2026 | Accounts | 1,024 | 1,038 | increased by14 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 2 | 3 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 320 | 377 | increased by57 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $330,241,603 | $485,281,841 | increased by$155,040,238 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 819 | 1,024 | increased by205 |
| Apr 1, 2022 | Clients | 312 | 320 | increased by8 |
| Apr 1, 2022 | AUM | $226,449,066 | $330,241,603 | increased by$103,792,537 |
| Apr 1, 2022 | Accounts | 791 | 819 | increased by28 |
| 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 “TTP INVESTMENTS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TTP INVESTMENTS” 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.