Tsfg, LLC
● SEC registered since 2015CRD 172555SEC# 801-99339Lake Forest, IL
Reg. AUM
$997.2M
Employees
13
Accounts
2,846
Location
Lake Forest, IL
Tsfg, LLC assets under management
Tsfg, LLC is a registered investment adviser overseen by the SEC based in Lake Forest, IL. The firm has been registered since 2015. It reports $997.2 million in regulatory assets under management and employs 13 people.
Tsfg, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Joseph Bouska Control | Officer | Under 5% | 2018 |
| Daniel Mark Nagel Control | Officer | Under 5% | 2018 |
| Michael John Gibbons Control | Officer | Under 5% | 2018 |
| Michael Richard Schremser Control | Chief Compliance Officer | Under 5% | 2018 |
| Tsfg, LLC Control | Owner | Over 75% | 2018 |
Frequently asked questions
How much does Tsfg, LLC manage?
Tsfg, LLC reports $997.2 million in regulatory assets under management on its Form ADV.
How many employees does Tsfg, LLC have?
Tsfg, LLC reports 13 employees.
Where is Tsfg, LLC located?
Tsfg, LLC is based in Lake Forest, IL and has been SEC-registered since 2015.
Does Tsfg, LLC disclose fund performance?
Tsfg, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1052 N Western Avenue, Lake Forest, IL 60045 |
| Phone | 847-735-7100 |
| Fax | 847-735-0700 |
| Office hours | 8 a.m. To 5 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$997.2M▲ 17%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 33%
Larger than 67% of 16,306 advisers
EmployeesTop 34%
More than 66% of 16,824 advisers
Assets under management
$997.2Mregulatory AUM
Discretionary $997.2M