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Tsa Portfolio Management, Inc. Fka Tsa Management Inc.

● SEC registered since 1992CRD 106440SEC# 801-41423Glen Head, NY
Export (members)
Reg. AUM
$1.48B
Employees
32
Accounts
4,295
Location
Glen Head, NY

Tsa Portfolio Management, Inc. Fka Tsa Management Inc. assets under management

Tsa Portfolio Management, Inc. Fka Tsa Management Inc. is an SEC-registered investment adviser based in Glen Head, NY. The firm has been registered since 1992. It reports $1.5 billion in regulatory assets under management and employs 32 people.
www.hallidayfinancial.comView on SEC.gov ↗

Tsa Portfolio Management, Inc. Fka Tsa Management Inc. owners & executives

5 reported
NameTitleOwnershipSince
Halliday Financial Group ControlHolding CompanyOver 75%2010
Rachel Holste Pino ControlShareholder, Chief Compliance Officer5-10%1999
Denis Joseph Moynihan ControlHolding Corporation25-50%2010
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Frequently asked questions

How much does Tsa Portfolio Management, Inc. Fka Tsa Management Inc. manage?

Tsa Portfolio Management, Inc. Fka Tsa Management Inc. reports $1.5 billion in regulatory assets under management on its Form ADV.

How many employees does Tsa Portfolio Management, Inc. Fka Tsa Management Inc. have?

Tsa Portfolio Management, Inc. Fka Tsa Management Inc. reports 32 employees.

Where is Tsa Portfolio Management, Inc. Fka Tsa Management Inc. located?

Tsa Portfolio Management, Inc. Fka Tsa Management Inc. is based in Glen Head, NY and has been SEC-registered since 1992.

Does Tsa Portfolio Management, Inc. Fka Tsa Management Inc. disclose fund performance?

Tsa Portfolio Management, Inc. Fka Tsa Management Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address725 Glen Cove Ave, Glen Head, NY 11545
Phone516-676-3332
Fax516-676-3528
Office hours8:00 a.m. - 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Regulatory AUM

$1.48B▲ 15%
Mar '25 — $1.28BApr '25 — $1.28BMay '25 — $1.28BJun '25 — $1.28BJul '25 — $1.28BAug '25 — $1.28BSep '25 — $1.28BOct '25 — $1.28BNov '25 — $1.28BDec '25 — $1.28BJan '26 — $1.28BFeb '26 — $1.28BMar '26 — $1.48BApr '26 — $1.48BMay '26 — $1.48BJun '26 — $1.48B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 26%
Larger than 74% of 16,271 advisers
EmployeesTop 17%
More than 83% of 16,825 advisers

Assets under management

$1.48Bregulatory AUM
Discretionary $1.42BNon-discretionary $55.1M