TCP Asset Management is an investment advisor in Columbus with $470.48 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
814385158
SEC advisor number
801-108836
FINRA CRD number
286037
AUM ?
$470.48 mm
(as of 28 Jun 23)
Accounts
2,980
(as of 28 Jun 23)
Employees
32
(17 investment advisory or research)
Office hours
Monday - Friday, 8:00 AM - 5:00 PM EST
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Allen, Joshua, Richard | Member, Owner and Investment Advisor Representative | 11/2016 | 25-50% |
Susi, Phillip, Joseph | Member, Owner and Investment Advisor Representative | 11/2016 | 25-50% |
Bervig, Philip, Hunter | Owner & Investment Adviser Representative | 03/2020 | 25-50% |
Allen, Branda, Rhae | Owner & Chief Compliance Officer | 03/2020 | 10-25% |
McCleese, Matthew, Ryan | Director of Compliance | 10/2022 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
19 Apr 24
13F-HR
Quarterly holdings report by institutional manager
10 Jan 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
13 Jul 23
13F-HR
Quarterly holdings report by institutional manager
18 Apr 23
13F-HR
Quarterly holdings report by institutional manager
20 Jan 23