Tscg Investors, Llc
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- —
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| State or municipal government entities | Fewer than 5 clients | $0 | — |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Huntley, David, Bruce | Chief Compliance Officer/Chief Financial Officer | Jan 2008 (19y) | Less than 5% | |
| Latone, Samuel, Philip | Ceo And Elected Manager | Jun 2018 (8y) | Less than 5% | |
| Birnbrey, David, Frank | Member | Dec 2020 (6y) | ≈ 10.55% – 50% via Tscg, Inc |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Hart Holdings 1, Llc | Member | Jan 2017 | A | 75% or more |
| The Shopping Center Group, Llc | Member | Jun 2018 | B | ≈ 56.25% – 100% via Hart Holdings 1, Llc |
| Tscg, Inc | Member | Jan 2014 | B | ≈ 42.19% – 100% via The Shopping Center Group, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Birnbrey, David, Frank: 25% – 50% of Tscg, Inc × 75% – 100% of The Shopping Center Group, Llc × 75% – 100% of Hart Holdings 1, Llc × 75% – 100% direct ≈ 10.55% – 50% of the firm
- The Shopping Center Group, Llc: 75% – 100% of Hart Holdings 1, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Tscg, Inc: 75% – 100% of The Shopping Center Group, Llc × 75% – 100% of Hart Holdings 1, Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 1020 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • PERCENTAGE OF OPERATIONS; PERCENTAGE OF ACQUISITIONS
Services
- • Pension consulting services
- • Other services
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗