{"url":"https://nivawealth.com/firms/tsp-advisors-281758","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/281758","regulatoryAum":317264489,"crd":"281758","history":[{"filedOn":"2023-05-05","regulatoryAum":238853324,"clients":3,"employees":9,"offices":2},{"filedOn":"2024-04-18","regulatoryAum":262563897,"clients":3,"employees":11,"offices":2},{"filedOn":"2025-07-16","regulatoryAum":289291675,"clients":3,"employees":12,"offices":2},{"filedOn":"2026-03-26","regulatoryAum":317264489,"clients":3,"employees":12,"offices":2}],"secFileNumber":"801-126853","legalName":"TSP Advisors, LLC","displayName":"TSP Advisors","slug":"tsp-advisors-281758","website":"https://trilogy-search.com/","classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"2856 80th Ave Se","city":"Mercer Island","state":"WA","stateName":"Washington","country":"United States","postalCode":"98040"},"tradeNames":[],"registration":{"secApproved":"14 November 2022","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":12,"advisory":3,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":317264489,"discretionary":317264489,"discretionaryAccounts":3,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":3,"regulatoryAum":317264489}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"TSP Advisors has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Jay Henniger","title":"Chief Compliance Officer","crd":"7886168"},{"name":"Scott Alderman","title":"Managing Director / Managing Member","crd":"6609088"},{"name":"Mitchell Cohen","title":"Managing Director / Managing Member","crd":"4380403"},{"name":"Aaron Perrine","title":"Managing Director / Managing Member","crd":"7514964"}],"ownership":[{"label":"Scott Alderman","detail":"Managing director / managing member in the 25% to 50% ownership band and a control person, since July 2015."},{"label":"Mitchell Cohen","detail":"Managing director / managing member in the 25% to 50% ownership band and a control person, since July 2015."},{"label":"Aaron Perrine","detail":"Managing director / managing member in the 25% to 50% ownership band and a control person, since December 2019."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"300 Drakes Landing Road","city":"Greenbrae"}]},{"state":"Washington","offices":1,"addresses":[{"street":"2856 80th Ave Se","city":"Mercer Island","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"425-248-0591","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":3},"sources":{"adv1FilingDate":"26 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/281758/PDF/281758.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does TSP Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does TSP Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does TSP Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns TSP Advisors?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does TSP Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact TSP Advisors?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 26 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}