TSA PORTFOLIO MANAGEMENT, INC. FKA TSA MANAGEMENT INC.
Legal name: TSA MANAGEMENT INC
CRD #106440 SEC #801-41423 GLEN HEAD, NY 516-676-3332
SEC Registered
Total AUM
$1.3B
Discretionary
$1.3B
Employees
33
Clients
0
Accounts
4,064
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.3B | $1.3B | $26.3M | 33 | 0 |
| Mar 2024 | $1.1B | $975.1M | $139.2M | 32 | 0 |
| Mar 2024 | $1.1B | $975.1M | $139.2M | 32 | 0 |
| Nov 2023 | $976.7M | $864.5M | $112.2M | 40 | 0 |
| Aug 2023 | $976.7M | $864.5M | $112.2M | 40 | 0 |
| Mar 2023 | $976.7M | $864.5M | $112.2M | 40 | 0 |
| Oct 2022 | $1.2B | $1B | $118.4M | 54 | 0 |
| May 2022 | $1.2B | $1B | $118.4M | 54 | 0 |
| May 2022 | $1.2B | $1B | $118.4M | 54 | 0 |
| Apr 2022 | $1.2B | $1B | $118.4M | 54 | 0 |
| Mar 2022 | $1.2B | $1B | $118.4M | 54 | 0 |
| Mar 2021 | $888.6M | $807.7M | $80.8M | 65 | 0 |
| Jan 2021 | $705.3M | $586.5M | $118.9M | 65 | 0 |
| Jun 2020 | $705.3M | $586.5M | $118.9M | 65 | 0 |
| Mar 2020 | $705.3M | $586.5M | $118.9M | 65 | 0 |
| Jan 2020 | $588.3M | $425.6M | $162.7M | 58 | 0 |
| Dec 2019 | $588.3M | $425.6M | $162.7M | 58 | 0 |
| Jul 2019 | $588.3M | $425.6M | $162.7M | 58 | 0 |
| Mar 2019 | $588.3M | $425.6M | $162.7M | 58 | 0 |
| Mar 2019 | $588.3M | $425.6M | $162.7M | 58 | 0 |
| Mar 2018 | $562M | $453.7M | $108.3M | 41 | 0 |
| Mar 2018 | $562M | $453.7M | $108.3M | 41 | 0 |
| Jan 2017 | $256.2M | $234.3M | $21.9M | 41 | 800 |
| Jan 2017 | $256.2M | $234.3M | $21.9M | 41 | 800 |
| Oct 2016 | $218.9M | $178.9M | $39.9M | 41 | 700 |
| Oct 2016 | $218.9M | $178.9M | $39.9M | 41 | 700 |
| Oct 2016 | $218.9M | $178.9M | $39.9M | 41 | 700 |
| Feb 2016 | $218.9M | $178.9M | $39.9M | 41 | 700 |
| Feb 2016 | $218.9M | $178.9M | $39.9M | 41 | 700 |
| Sep 2015 | $234.3M | $199.9M | $34.4M | 35 | 700 |
| Mar 2015 | $234.3M | $199.9M | $34.4M | 35 | 700 |
| Mar 2014 | $197.6M | $163.7M | $34M | 33 | 700 |
| Mar 2013 | $163.2M | $129.5M | $33.7M | 29 | 700 |
| Mar 2012 | $155.5M | $114.6M | $41M | 11 | 700 |
| Jan 2012 | $155.5M | $114.6M | $41M | 11 | 700 |
| May 2011 | $122.8M | $110.8M | $11.9M | -- | -- |
| May 2011 | $122.8M | $110.8M | $11.9M | -- | -- |
| Mar 2011 | $122.8M | $110.8M | $11.9M | -- | -- |
| Jan 2010 | $148.5M | $95M | $53.5M | -- | -- |
| Jan 2008 | $158.5M | $146M | $12.5M | -- | -- |
| Jun 2007 | $151.6M | $151.6M | $0 | -- | -- |
| Jan 2007 | $151.6M | $151.6M | $0 | -- | -- |
| Oct 2005 | $152.7M | $152.7M | $0 | -- | -- |
| Oct 2005 | $152.7M | $152.7M | $0 | -- | -- |
| Mar 2002 | $133.7M | $133.7M | $0 | -- | -- |
DateMar 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$26.3M
Employees33
Clients0
DateMar 2024
Total AUM$1.1B
Discretionary$975.1M
Non-Disc.$139.2M
Employees32
Clients0
DateMar 2024
Total AUM$1.1B
Discretionary$975.1M
Non-Disc.$139.2M
Employees32
Clients0
DateNov 2023
Total AUM$976.7M
Discretionary$864.5M
Non-Disc.$112.2M
Employees40
Clients0
DateAug 2023
Total AUM$976.7M
Discretionary$864.5M
Non-Disc.$112.2M
Employees40
Clients0
DateMar 2023
Total AUM$976.7M
Discretionary$864.5M
Non-Disc.$112.2M
Employees40
Clients0
DateOct 2022
Total AUM$1.2B
Discretionary$1B
Non-Disc.$118.4M
Employees54
Clients0
DateMay 2022
Total AUM$1.2B
Discretionary$1B
Non-Disc.$118.4M
Employees54
Clients0
DateMay 2022
Total AUM$1.2B
Discretionary$1B
Non-Disc.$118.4M
Employees54
Clients0
DateApr 2022
Total AUM$1.2B
Discretionary$1B
Non-Disc.$118.4M
Employees54
Clients0
DateMar 2022
Total AUM$1.2B
Discretionary$1B
Non-Disc.$118.4M
Employees54
Clients0
DateMar 2021
Total AUM$888.6M
Discretionary$807.7M
Non-Disc.$80.8M
Employees65
Clients0
DateJan 2021
Total AUM$705.3M
Discretionary$586.5M
Non-Disc.$118.9M
Employees65
Clients0
DateJun 2020
Total AUM$705.3M
Discretionary$586.5M
Non-Disc.$118.9M
Employees65
Clients0
DateMar 2020
Total AUM$705.3M
Discretionary$586.5M
Non-Disc.$118.9M
Employees65
Clients0
DateJan 2020
Total AUM$588.3M
Discretionary$425.6M
Non-Disc.$162.7M
Employees58
Clients0
DateDec 2019
Total AUM$588.3M
Discretionary$425.6M
Non-Disc.$162.7M
Employees58
Clients0
DateJul 2019
Total AUM$588.3M
Discretionary$425.6M
Non-Disc.$162.7M
Employees58
Clients0
DateMar 2019
Total AUM$588.3M
Discretionary$425.6M
Non-Disc.$162.7M
Employees58
Clients0
DateMar 2019
Total AUM$588.3M
Discretionary$425.6M
Non-Disc.$162.7M
Employees58
Clients0
DateMar 2018
Total AUM$562M
Discretionary$453.7M
Non-Disc.$108.3M
Employees41
Clients0
DateMar 2018
Total AUM$562M
Discretionary$453.7M
Non-Disc.$108.3M
Employees41
Clients0
DateJan 2017
Total AUM$256.2M
Discretionary$234.3M
Non-Disc.$21.9M
Employees41
Clients800
DateJan 2017
Total AUM$256.2M
Discretionary$234.3M
Non-Disc.$21.9M
Employees41
Clients800
DateOct 2016
Total AUM$218.9M
Discretionary$178.9M
Non-Disc.$39.9M
Employees41
Clients700
DateOct 2016
Total AUM$218.9M
Discretionary$178.9M
Non-Disc.$39.9M
Employees41
Clients700
DateOct 2016
Total AUM$218.9M
Discretionary$178.9M
Non-Disc.$39.9M
Employees41
Clients700
DateFeb 2016
Total AUM$218.9M
Discretionary$178.9M
Non-Disc.$39.9M
Employees41
Clients700
DateFeb 2016
Total AUM$218.9M
Discretionary$178.9M
Non-Disc.$39.9M
Employees41
Clients700
DateSep 2015
Total AUM$234.3M
Discretionary$199.9M
Non-Disc.$34.4M
Employees35
Clients700
DateMar 2015
Total AUM$234.3M
Discretionary$199.9M
Non-Disc.$34.4M
Employees35
Clients700
DateMar 2014
Total AUM$197.6M
Discretionary$163.7M
Non-Disc.$34M
Employees33
Clients700
DateMar 2013
Total AUM$163.2M
Discretionary$129.5M
Non-Disc.$33.7M
Employees29
Clients700
DateMar 2012
Total AUM$155.5M
Discretionary$114.6M
Non-Disc.$41M
Employees11
Clients700
DateJan 2012
Total AUM$155.5M
Discretionary$114.6M
Non-Disc.$41M
Employees11
Clients700
DateMay 2011
Total AUM$122.8M
Discretionary$110.8M
Non-Disc.$11.9M
Employees--
Clients--
DateMay 2011
Total AUM$122.8M
Discretionary$110.8M
Non-Disc.$11.9M
Employees--
Clients--
DateMar 2011
Total AUM$122.8M
Discretionary$110.8M
Non-Disc.$11.9M
Employees--
Clients--
DateJan 2010
Total AUM$148.5M
Discretionary$95M
Non-Disc.$53.5M
Employees--
Clients--
DateJan 2008
Total AUM$158.5M
Discretionary$146M
Non-Disc.$12.5M
Employees--
Clients--
DateJun 2007
Total AUM$151.6M
Discretionary$151.6M
Non-Disc.$0
Employees--
Clients--
DateJan 2007
Total AUM$151.6M
Discretionary$151.6M
Non-Disc.$0
Employees--
Clients--
DateOct 2005
Total AUM$152.7M
Discretionary$152.7M
Non-Disc.$0
Employees--
Clients--
DateOct 2005
Total AUM$152.7M
Discretionary$152.7M
Non-Disc.$0
Employees--
Clients--
DateMar 2002
Total AUM$133.7M
Discretionary$133.7M
Non-Disc.$0
Employees--
Clients--