Tls Advisors Llc
- Regulatory AUM
- $164M
- Discretionary
- $164M
- Clients
- 2
- Avg AUM / client
- $82.0M
- Accounts
- 2
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 2 | $164M | 100.0% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $240M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Inflation Defender Hedge Fund Lp | Hedge Fund | Delaware | $181M | 2 |
| Tripletail Capital Management Lp | Hedge Fund | Delaware | $58.4M | 11 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Feldberg, Mark | Managing Member | Dec 1988 (38y) | ≈ 37.5% – 75% via Mark Feldberg Separate Property Trust, Mark Feldberg Trustee | |
| Lidel, Jennifer, Ann | President | Nov 2016 (10y) | Less than 5% | |
| Moeckler, Harlan, Jay | Treasurer/Cfo | Nov 2016 (10y) | Less than 5% | |
| Regas, Terry, John | Chief Compliance Officer | Nov 2016 (10y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Mark Feldberg Separate Property Trust, Mark Feldberg Trustee | Trustee And Grantor | Dec 1988 | A | 50% – 75% |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Feldberg, Mark: 75% – 100% of Mark Feldberg Separate Property Trust, Mark Feldberg Trustee × 50% – 75% direct ≈ 37.5% – 75% 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.
Private funds (2, $240M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Inflation Defender Hedge Fund Lp | Hedge Fund | $181M | $250K | 2 |
| Tripletail Capital Management Lp | Hedge Fund | $58.4M | $1.0M | 11 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.39 MB | 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
Services
- • Portfolio management for pooled investment vehicles
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 27, 2026.
View current Form ADV (SEC/IAPD) ↗