TSP FINANCIAL, LLC

Adviser information for TSP FINANCIAL, LLC last updated from Form ADV on February 8th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 1
Investment Advisory/Research 1
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 1
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 1

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 13 $1.3M
Non-Discretionary 0 $0
Total 13 $1.3M

Clients

Type Number RAUM
Individuals <5 $268,151
HNW Individuals <5 $1.1M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 1-10

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)Publication of periodicals or newslettersEducational seminars/workshops
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-126462
SEC ERA File Number 801-126462
SEC CIK Numbers None
SEC CRD Numbers 319614
Legal Entity Identifier None

Principal Office

2150 15TH AVENUE
VERO BEACH
FL
United States
Monday - Friday, 8:30 AM TO 5:00 PM
Tel: (772) 400-6880, Fax: None

Chief Compliance Officer

THEODORE J. ZAMERSKI III
MEMBER/PRINCIPAL
2150 15TH AVENUE
VERO BEACH
FL
United States
Tel: (772) 400-6880
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
ZAMERSKI, THEODORE, JOSEPH Individual CHIEF COMPLIANCE OFFICER/MEMBER/PRINCIPAL 12/2021 > 75%

No. Employees, Historic

10502022202320241 on 7/28/20221 on 8/29/20221 on 12/16/20221 on 12/21/20221 on 2/8/2023

RAUM, Historic

2M1M02022202320240 on 7/28/20220 on 8/29/20221028626 on 12/16/20221028626 on 12/21/20221348018 on 2/8/2023