Tpvg Advisers LLC is a large advisory firm based in Menlo Park. It manages $510.28 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2013.
Tpvg Advisers provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Tpvg Advisers LLC is $510.28 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 256% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Tpvg Advisers LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Tpvg Advisers is business development companies with 1 clients and $510.28 million of assets under management. Among the 10 most similar advisory firms, Tpvg Advisers has the highest percentage of business development companies out of all clients.
The amount of regulatory assets under management is $510.28 million for 1 clients. None of the firm’s clients are foreign persons or businesses.
Tpvg Advisers doesn't advise any private funds.
The company employs 30 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Sajal Kumar Srivastava has served as the Chief Investment Officer since 1 Aug 2013 and James Peter Labe is the Chief Executive Officer of Tpvg Advisers LLC family office. Harold Frank Zagunis joined the executive team most recently as the Chief Financial Officer.
The principal office where Tpvg Advisers LLC performs its advisory services is located at 2755 Sand Hill Road, Menlo Park, CA 94025, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 650-854-2090 or by fax 650-854-2094. The normal business hours are 8:30 a.m. - 5:30 p.m. on Monday - Friday. You can find more information about the New York firm at tpvg.com.