T

TSN Management Inc.

Updated today

Client AUM

$200,000

Clients

2

Advisors

1

of 1 employees

About

The firm provides advisory and brokerage-related services to individual clients, primarily non–high-net-worth individuals, and is affiliated with a broker-dealer, operating as a registered representative in addition to its advisory activities. It also offers portfolio management for pooled investment vehicles rather than focusing on individual discretionary accounts.

Its investment work is structured around pooled vehicle management and includes performance-based fee arrangements instead of the percentage-of-AUM billing common at many peers. Day-to-day client service and operations are handled directly by the firm’s principal, with occasional use of outside consultants and research resources.

What is most distinctive is the combination of a broker-dealer affiliation and the capacity to charge performance-based fees for pooled vehicles—features that are unusual among independent advisers. The firm also operates at a very small scale (about $200,000 in reported AUM and two clients), which, together with its fee and offering structure, sets it apart from typical independent advisory firms.

Client services

Portfolio management

Expertise

Active portfolio management Concentrated stock management Options & derivatives strategies

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Fee options

Performance-based

Main office

New York NY

Advisors at this office

1

Most active in

New York

Disclosures

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Business activities & affiliations

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