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TSG ALPHA PARTNERS, LLC

OLD BRIDGE, NJ · CRD 319493 · IAPD ↗ · tsginvest.com · 631-403-5364

$134.9MRegulatory AUM
9Advisory reps
10Employees
0Clients
1-10Planning clients
12Private funds
14States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
May 2026 — TSG ALPHA PARTNERS, LLC moved its main office from JERSEY CITY, NJ to OLD BRIDGE, NJ.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
50
May 2026 — TSG ALPHA PARTNERS, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
68
April 2026 — TSG ALPHA PARTNERS, LLC grew from 6 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2026 — TSG ALPHA PARTNERS, LLC reported RAUM up 79% ($75.4M -> $134.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
February 2026 — TSG ALPHA PARTNERS, LLC notice-filed in UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
December 2025 — TSG ALPHA PARTNERS, LLC notice-filed in AZ, CA, IA, IL, KY, MN, MO, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
August 2025 — TSG ALPHA PARTNERS, LLC moved its main office from RONKONKOMA, NY to JERSEY CITY, NJ.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
25
April 2025 — TSG ALPHA PARTNERS, LLC changed its website from tsgalphapartners.com to tsginvest.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
95
March 2025 — TSG ALPHA PARTNERS, LLC (RONKONKOMA, NY) is newly SEC-registered with $74.5M RAUM and 6 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.