TSP Advisors provides portfolio management for pooled vehicles. The firm advises 3 private funds.
TSP Advisors reports 3 pooled investment vehicles. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($317M across 3 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 3 | $317M | 100.0% | $106M |
| Total | 3 | $317M | 100% | $106M |
- Clients
- 3
- Regulatory AUM
- $317M
- AUM share
- 100.0%
- Avg. per client
- $106M
Total
- Clients
- 3
- Regulatory AUM
- $317M
- AUM share
- 100%
- Avg. per client
- $106M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 3
TSP Advisors is paid through a percentage of assets under management and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
Scott Alderman owns 25% to 50% of TSP Advisors. The leadership team of TSP Advisors includes Chief Compliance Officer Jay Henniger. It has 12 employees, 3 of them in advisory roles.
Leadership
- Jay HennigerChief Compliance Officer
- Scott AldermanManaging Director / Managing Member
- Mitchell CohenManaging Director / Managing Member
- Aaron PerrineManaging Director / Managing Member
Staff
- 12 employees
- 3 in advisory functions
- Owns 25% to 50% of TSP Advisors, LLC
Scott Alderman
Control person · since July 2015
- Owns 25% to 50% of TSP Advisors, LLC
Mitchell Cohen
Control person · since July 2015
- Owns 25% to 50% of TSP Advisors, LLC
Aaron Perrine
Control person · since December 2019
TSP Advisors’ regulatory assets grew from $239M (May 2023) to $317M (March 2026); clients were 3 in both filings and employees rose from 9 to 12.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $317M | 3 | 12 | 2 |
| July 2025 | $289M | 3 | 12 | 2 |
| April 2024 | $263M | 3 | 11 | 2 |
| May 2023 | $239M | 3 | 9 | 2 |
Besides its headquarters, TSP Advisors has 1 office, with 2 listed addresses in California and Washington.
California · 1 listed address
- 300 Drakes Landing Road, Greenbrae
Washington · 1 listed address
- 2856 80th Ave Se, Mercer IslandHQ
Contact and registration details
- Legal name
- TSP Advisors, LLC
- Headquarters
- 2856 80th Ave Se, Mercer Island, WA 98040
- Website
- trilogy-search.com
- Phone
- 425-248-0591
- SEC file
- 801-126853
- Structure
- Delaware LLC
- Fiscal year end
- December
TSP Advisors has custody of client assets.
How many clients does TSP Advisors have?
TSP Advisors has 3 clients and manages $317 million for them, as of March 2026. They include 3 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 26 March 2026
What services does TSP Advisors offer?
TSP Advisors provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does TSP Advisors have?
TSP Advisors has 0 investment adviser representatives registered with state securities authorities, out of 12 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns TSP Advisors?
TSP Advisors’ direct owners are Scott Alderman, Mitchell Cohen and Aaron Perrine, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 26 March 2026
How does TSP Advisors get paid?
TSP Advisors is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact TSP Advisors?
TSP Advisors’ main office is at 2856 80th Ave Se, Mercer Island, WA 98040. Its phone number is 425-248-0591. Its website is trilogy-search.com.