TSP Capital Management Group provides portfolio management for individuals and small businesses and portfolio management for institutions.
TSP Capital Management Group reports 144 clients. They include 71 individual clients, 62 high-net-worth individuals and 8 charitable organizations. Of its assets, 99.0% ($548M across 257 accounts) are managed with discretion; $5.61M across 2 accounts are not. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 49% | 5% |
| High-net-worth individuals | 43% | 85% |
| Pension and profit-sharing plans | <1% | <1% |
| Charitable organizations | 6% | 5% |
| Corporations and other businesses | <1% | 1% |
| Other client typesOther | <1% | 3% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 71 | $28M | 5.1% | $395K |
| High-net-worth individuals | 62 | $470M | 84.9% | $7.58M |
| Pension and profit-sharing plans | Fewer than 5 | $2.93M | 0.5% | $2.93M |
| Charitable organizations | 8 | $25.6M | 4.6% | $3.2M |
| Corporations and other businesses | Fewer than 5 | $7.89M | 1.4% | $7.89M |
| Other | Fewer than 5 | $18.8M | 3.4% | $18.8M |
| Total | 144 | $553M | 100% | — |
- Clients
- 71
- Regulatory AUM
- $28M
- AUM share
- 5.1%
- Avg. per client
- $395K
- Clients
- 62
- Regulatory AUM
- $470M
- AUM share
- 84.9%
- Avg. per client
- $7.58M
- Clients
- Fewer than 5
- Regulatory AUM
- $2.93M
- AUM share
- 0.5%
- Avg. per client
- $2.93M
- Clients
- 8
- Regulatory AUM
- $25.6M
- AUM share
- 4.6%
- Avg. per client
- $3.2M
- Clients
- Fewer than 5
- Regulatory AUM
- $7.89M
- AUM share
- 1.4%
- Avg. per client
- $7.89M
- Clients
- Fewer than 5
- Regulatory AUM
- $18.8M
- AUM share
- 3.4%
- Avg. per client
- $18.8M
Total
- Clients
- 144
- Regulatory AUM
- $553M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
TSP Capital Management Group is paid through a percentage of assets under management, fixed fees (other than subscription fees) and performance-based fees. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Thomas Paluck owns 75% or more of TSP Capital Management Group. The leadership team of TSP Capital Management Group includes President Thomas Paluck and Chief Compliance Officer Barbara Klepper. It has 5 employees, 2 of them in advisory roles.
Leadership
- Thomas PaluckPresident and Senior Portfolio Manager
- Barbara KlepperChief Compliance Officer
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 5 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of TSP Capital Management Group, LLC
Thomas Paluck
Control person · since May 2004
TSP Capital Management Group’s regulatory assets grew from $399M (March 2021) to $553M (March 2026); clients were 144 in both filings and employees were 5 in both filings. In 2020, Point View Wealth Management joined it.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $553M | 144 | 5 | 1 |
| March 2025 | $387M | 144 | 5 | 1 |
| March 2024 | $390M | 145 | 5 | 1 |
| March 2023 | $355M | 151 | 5 | 1 |
| April 2022 | $402M | 150 | 5 | 1 |
| March 2021 | $399M | 139 | 5 | 1 |
Firms that joined
20201 joined
- Point View Wealth ManagementNo filed AUM
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, TSP Capital Management Group has 0 offices, with 1 listed address in New Jersey.
New Jersey · 1 listed address
- 382 Springfield Avenue, Suite 500, SummitHQ
Contact and registration details
- Legal name
- TSP Capital Management Group, LLC
- Headquarters
- 382 Springfield Avenue, Suite 500, Summit, NJ 07901
- Website
- tspcapitalmgt.com
- Phone
- 908-273-2105
- SEC file
- 801-63507
- Founded
- 2004
- Structure
- Delaware LLC
- Fiscal year end
- December
TSP Capital Management Group uses Fidelity ($553M) as custodian for its separately managed accounts. TSP Capital Management Group has custody of $248M in client assets for 257 clients.
- FidelityNational Financial Services LLC · Boston, MA · $553M100%
At year end, TSP Capital Management Group’s separately managed accounts were mostly in stocks (89%). Its reported 13F holdings for the quarter ended 30 June 2026 total $418M across 43 positions; the largest are Adeia Inc. (7.0%), Coeur Mng Inc. (6.8%) and Nokia Corp. (6.5%).
What the accounts hold
- Stocks89%
- Bonds7%
- Investment grade corporate bonds4%
- U.S. government and agency bonds3%
- Cash3%
- Other1%
- Mutual funds1%
Reported 13F holdings
- $418M
- Reported 13F value
- 43
- Positions
- 51.8%
- In the 10 largest
- +2.0%
- Value vs. prior quarter
- Adeia Inc.7.0%
- Coeur Mng Inc.6.8%
- Nokia Corp. · Sponsored ADR6.5%
- Trilogy Metals Inc. New5.7%
- Compania DE Minas Buenaventu · Sponsored ADR4.9%
- Maui LD & Pineapple Inc.4.7%
- Cia Energetica DE Minas Gera · SP ADR N-V Pfd4.6%
- Corteva Inc.4.3%
- Mannkind Corp.4.0%
- iShares Silver TR · iShares3.4%
Together, the ten largest are 51.8% of reported value.
How many clients does TSP Capital Management Group have?
TSP Capital Management Group has 144 clients and manages $553 million for them, as of March 2026. They include 71 individual clients, 62 high-net-worth individuals and 8 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 20 March 2026
What services does TSP Capital Management Group offer?
TSP Capital Management Group provides portfolio management for individuals and small businesses and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does TSP Capital Management Group use?
TSP Capital Management Group’s separately managed account assets are held at National Financial Services LLC (Boston, MA), with $553M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 March 2026
How many financial advisors does TSP Capital Management Group have?
TSP Capital Management Group has 2 investment adviser representatives registered with state securities authorities, out of 5 employees, and 2 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
What does TSP Capital Management Group invest in?
At the end of its last fiscal year, TSP Capital Management Group’s separately managed accounts held 89% exchange-traded equities, 4% investment grade corporate bonds, 3% U.S. government and agency bonds, 3% cash and equivalents and 1% other. The 1% other category is described as: Mutual Funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns TSP Capital Management Group?
TSP Capital Management Group’s direct owner is Thomas Paluck (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 20 March 2026
How does TSP Capital Management Group get paid?
TSP Capital Management Group is paid through a percentage of assets under management, fixed fees 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
Is TSP Capital Management Group registered with the SEC?
Yes, TSP Capital Management Group has been registered with the SEC as an investment adviser since 10 September 2004. Its CRD number is 131889 and its SEC file number is 801-63507.
Source: Form ADV Part 1A, Item 1, filed 20 March 2026; IAPD firm record
How do I contact TSP Capital Management Group?
TSP Capital Management Group’s main office is at 382 Springfield Avenue, Suite 500, Summit, NJ 07901. Its phone number is 908-273-2105. Its website is tspcapitalmgt.com.