TSL Investment Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$10,345,138
Clients
12
Advisors
1
of 2 employees
About
TSL Investment Management provides discretionary portfolio management and ongoing investment supervisory services to individual and high‑net‑worth clients, as well as certain corporate entities. The firm constructs a written Investment Policy Statement for each client and manages portfolios across mutual funds, equities, fixed income, ETFs, REITs hedge funds and real estate holdings.
The firm’s investment approach emphasizes fundamental analysis and tailors asset allocation to client risk tolerance, tax situation and time horizon, implementing both long‑ and short‑term trading strategies as needed. It documents client objectives in an Investment Policy Statement and generally operates with discretionary trading authority through a custodian relationship.
Distinctive features include the firm’s involvement in sponsoring and managing private real estate projects through affiliated real estate brokerage and management entities, and a practice of not charging its usual advisory fee on affiliated real estate investments while affiliated managers may receive separate management fees. The firm has had a regulatory disclosure event — a 2016 stipulation with the Florida regulator addressing ADV/reporting deficiencies that it reports as corrected — and it also employs borrowing (margin) and options strategies in managed accounts, practices that are less common among peers.
Client services
Expertise
Fee options
$0 - $20,000,000: 1.10% annually $20,000,001+: 0.75% annually
Account minimum: $200,000 (may be waived based on client needs and complexity) Fee-only: Annual fees of 1.10% on assets up to $20 million and 0.75% on assets above $20 million, payable quarterly in arrears, negotiable
Main office
Boca Raton FL
Advisors at this office
1
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)