Private fund adviser · Old Bridge, NJ
TSG Alpha Partners, LLC
SEC-registered investment adviser · CRD 319493 · SEC 801-131801
At a glance
TSG Alpha Partners, LLC is an SEC-registered investment adviser based in Old Bridge, New Jersey, with $135 million in regulatory assets under management as of its Form ADV filed September 11, 2026. Its largest client group by assets is pooled investment vehicles, and it reports 70 individual clients. By Form ADV it is a private fund adviser, ranked 4,356th of 4,686 private fund advisers and 14,202nd of 17,210 SEC-registered advisers by assets.
Main office 631-403-5364tsginvest.comAs filed on Form ADV
- Regulatory AUM
- $135M
- Rank among private fund advisers
- #4,356 of 4,686
- Rank among all SEC RIAs
- #14,202 of 17,210
- Rank in New Jersey
- #329 of 392
- Individual clients
- 70
- High-net-worth clients
- 0
- Accounts
- 128
- Discretionary
- 100% of AUM
- Employees
- 10
- Advisory staff
- 9
- Offices
- 3
Owners and executives on its Form ADV
- Salvatore C. CarusoPresident, Chief Executive Officer & Chief Compliance Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
TSG Alpha Partners, LLC is a hybrid RIA: 4 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Brightchoice Financial, LLC.
- Brightchoice Financial, LLC ↗CRD 147509
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 12 | $117M | 87% |
| Individuals | 70 | $18M | 13% |
Private funds
TSG Alpha Partners, LLC reports 12 private funds with $117M in gross assets: private equity funds (Form ADV Item 7.B).
Disciplinary disclosures
TSG Alpha Partners, LLC answers yes to 3 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
- Other services
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗tsginvest.com ↗
AtlasMembers
The full record on TSG Alpha Partners, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 1 years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 1,310 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 4Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does TSG Alpha Partners, LLC manage?
TSG Alpha Partners, LLC reports $135 million in regulatory assets under management across 128 accounts, 100% of it on a discretionary basis, on its Form ADV filed September 11, 2026.
What kind of firm is TSG Alpha Partners, LLC?
TSG Alpha Partners, LLC is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are TSG Alpha Partners, LLC’s clients?
By assets, its largest client types are pooled investment vehicles ($117 million, 12 clients); individuals ($18 million, 70 clients).
Does TSG Alpha Partners, LLC manage private funds?
Yes. It reports 12 private funds with $117 million in gross assets, including private equity funds.
Does TSG Alpha Partners, LLC have any disciplinary history?
TSG Alpha Partners, LLC answers yes to 3 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is TSG Alpha Partners, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-11), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →