TCG ADVISORS, LP

HTTP://WWW.TCGINVESTMENTS.COM AUSTIN, TX Investment Advisor How do I update this listing?

Also known as:

  • TOTAL COMPENSATION GROUP INVESTMENT ADVISORY SERVICES LP

TCG Advisors is based out of Austin. TCG Advisors is a large advisory firm with 640 clients and discretionary assets under management (AUM) of $1,534,353,977 (Form ADV from 2018-09-18). Their last reported 13F filing for Q4 2018 included $98,691,000 in managed 13F securities and a top 10 holdings concentration of 50.07%. TCG Advisors's largest holding is iShares Russell 1000 Growth ETF with shares held of 73,599. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

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12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: Not ready yet
Performance Last 4 Quarters: 0.0%
Performance Metrics
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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

TCG ADVISORS, LP
Classified as Hedge Fund
900 S. CAPITAL OF TEXAS HWY SUITE 350
AUSTIN TX    78746
Country: United States

Business Phone: 512-600-5221
Fax: 888-989-9247
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Partnership
Organized in: TX
Number of employees: 22
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees,Performance-based fees
Amount of client funds and securities: 6,034,230
Total Number of Clients: 640
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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TOTAL COMPENSATION GROUP INVESTMENT ADVISORY SERVICES, LP

ownership team - last updated 2017-05-01
Name Title Start Date Direct/Indirect % Ownership
PESCE, JOHN, JOSEPH CEO 12/01/2003 Direct less than 5%
Fund Name Position direct/indirect start date end date
BULL CREEK CAPITAL MANAGEMENT, LLC GENERAL PARTNER indirect 2003-12-01
FAIRWAY ASSET MANAGEMENT, LLC MEMBER indirect 2003-12-01
TOTAL COMPENSATION GROUP INVESTMENT ADVISORY SERVICES, LP CEO direct 2003-12-01
TOTAL COMPENSATION GROUP INVESTMENT ADVISORY SERVICES, LP MANAGER indirect 2003-12-01
TOTAL COMPENSATION GROUP INVESTMENT ADVISORY SERVICES, LP GENERAL PARTNER indirect 2003-12-01
FAIRWAY ASSET MANAGEMENT, LLC CEO direct 2011-01-01
TCG CONSULTING SENIOR VICE PRESIDENT direct 2000-01-01 2003-10-28
TOTAL COMPENSATION GROUP CONSULTING, INC. MANAGER direct 2004-01-01 2004-01-09
TOTAL COMPENSATION GROUP CONSULTING, INC. PARTNER indirect 2004-01-01 2004-01-09
TOTAL COMPENSATION GROUP INVESTMENT ADVISORY SERVICES, LP GENERAL PARTNER OF BCDP HOLDINGS, LLP direct 2003-12-01 2004-02-19
TOTAL COMPENSATION GROUP INVESTMENT ADVISORY SERVICES, LP GENERAL PARTNER indirect 2003-12-01 2010-08-30
BULL CREEK CAPITAL MANAGEMENT, LLC CHIEF MARKETING OFFICER/CO-CHIEF INVESTMENT OFFICER direct 2011-01-01 2011-02-14
TOTAL COMPENSATION GROUP INVESTMENT ADVISORY SERVICES, LP MEMBER indirect 2003-12-01 2011-05-03
TOTAL COMPENSATION GROUP INVESTMENT ADVISORY SERVICES, LP MANAGER/CO-CHIEF INVESTMENT OFFICER direct 2003-12-01 2013-08-27
TOTAL COMPENSATION GROUP INVESTMENT ADVISORY SERVICES, LP MANAGER direct 2003-12-01 2015-03-31
FAIRWAY ASSET MANAGEMENT, LLC CO-CHIEF INVESTMENT OFFICER direct 2011-01-01 2015-03-31
TOTAL COMPENSATION GROUP INVESTMENT ADVISORY SERVICES MANAGEMENT, LLC GENERAL PARTNER 12/01/2003 Direct less than 5%
Fund Name Position direct/indirect start date end date
TOTAL COMPENSATION GROUP CONSULTING, INC. GENERAL PARTNER direct 2003-12-01
FAIRWAY ASSET MANAGEMENT, LLC GENERAL PARTNER indirect 2003-12-01
FRIEDMAN, DAVID, EVAN GENERAL COUNSEL AND CCO 08/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
AUSTIN CAPITAL MANAGEMENT LTD MANAGING DIRECTOR, CHIEF OPERATING OFFICER direct 2006-05-01
AUSTIN CAPITAL MANAGEMENT LTD MANAGING DIRECTOR, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER direct 2006-05-01
TOTAL COMPENSATION GROUP INVESTMENT ADVISORY SERVICES, LP DIRECTOR OPERATIONS AND CCO direct 2010-08-01
TOTAL COMPENSATION GROUP INVESTMENT ADVISORY SERVICES, LP CHIEF OPERATING OFFICER direct 2010-08-01
TOTAL COMPENSATION GROUP INVESTMENT ADVISORY SERVICES, LP OPERATIONS MANAGER direct 2010-08-01
TOTAL COMPENSATION GROUP INVESTMENT ADVISORY SERVICES, LP GENERAL COUNSEL AND CCO direct 2010-08-01
TOTAL COMPENSATION GROUP INVESTMENT ADVISORY SERVICES, LP OPERATIONS MANAGER/CO-CHIEF INVESTMENT OFFICER direct 2010-08-01
TOTAL COMPENSATION GROUP INVESTMENT ADVISORY SERVICES, LP CHIEF OPERATIONS OFFICER direct 2010-08-01
BULL CREEK CAPITAL MANAGEMENT, LLC CHIEF OPERATIONS OFFICER/CO-CHIEF INVESTMENT OFFICER direct 2011-01-01
FAIRWAY ASSET MANAGEMENT, LLC CHIEF OPERATING OFFICER direct 2011-01-01
BULL CREEK CAPITAL MANAGEMENT, LLC CHIEF OPERATIONS OFFICER direct 2011-01-01
FAIRWAY ASSET MANAGEMENT, LLC DIRECTOR OPERATIONS AND CCO direct 2013-01-01
ACM INVESTMENT ADVISOR, LLC CHIEF OPERATING OFFICER AND SHAREHOLDER direct 2012-01-01
ACM INVESTMENT ADVISOR, LLC CHIEF OPERATING OFFICER direct 2012-01-01
ACM INVESTMENT ADVISOR, LLC MEMBER AND SHAREHOLDER indirect 2012-01-01
COCHRAN, MIKE, WAYNE CHAIRMAN 12/01/2003 Direct less than 5%
Fund Name Position direct/indirect start date end date
TOTAL COMPENSATION GROUP INVESTMENT ADVISORY SERVICES, LP MANAGER indirect 2003-12-01
TOTAL COMPENSATION GROUP INVESTMENT ADVISORY SERVICES, LP CHAIRMAN direct 2003-12-01
TOTAL COMPENSATION GROUP CONSULTING, INC. PRESIDENT direct 2000-01-01 2003-10-28
TOTAL COMPENSATION GROUP CONSULTING, INC. PARTNER indirect 2004-01-01 2004-01-09
TOTAL COMPENSATION GROUP INVESTMENT ADVISORY SERVICES, LP GENERAL PARTNER OF BCDP HOLDINGS, LLP direct 2003-12-01 2004-02-19
TOTAL COMPENSATION GROUP INVESTMENT ADVISORY SERVICES, LP GENERAL PARTNER indirect 2003-12-01 2010-08-30
TOTAL COMPENSATION GROUP INVESTMENT ADVISORY SERVICES, LP MEMBER indirect 2003-12-01 2011-05-03
TOTAL COMPENSATION GROUP INVESTMENT ADVISORY SERVICES, LP MANAGER direct 2003-12-01 2015-03-31
WOOLERY, MARK, THOMAS CHIEF MARKETING OFFICER 01/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
TOTAL COMPENSATION GROUP INVESTMENT ADVISORY SERVICES, LP CHIEF MARKETING OFFICER direct 2011-01-01
FAIRWAY ASSET MANAGEMENT, LLC CHIEF MARKETING OFFICER direct 2011-01-01
TCG GROUP HOLDINGS, LLP LIMITED PARTNER 12/01/2003 Direct 75% or more
Fund Name Position direct/indirect start date end date
TOTAL COMPENSATION GROUP INVESTMENT ADVISORY SERVICES, LP MEMBER indirect 2003-12-01
TOTAL COMPENSATION GROUP INVESTMENT ADVISORY SERVICES, LP LIMITED PARTNER direct 2003-12-01
TOTAL COMPENSATION GROUP INVESTMENT ADVISORY SERVICES, LP HOLDING COMPANY direct 2003-12-01
TOTAL COMPENSATION GROUP CONSULTING, INC. HOLDING COMPANY direct 2004-01-01
TOTAL COMPENSATION GROUP CONSULTING, INC. GENERAL PARTNER direct 2004-01-01
BULL CREEK CAPITAL MANAGEMENT, LLC LIMITED PARTNER indirect 2003-12-01
GILBREATH, CABANNE SENIOR RELATIONSHIP MANAGER 05/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
TOTAL COMPENSATION GROUP INVESTMENT ADVISORY SERVICES, LP SENIOR PORTFOLIO MANAGER direct 2011-05-01
TOTAL COMPENSATION GROUP INVESTMENT ADVISORY SERVICES, LP CO-CHIEF INVESTMENT OFFICER direct 2011-05-01
TOTAL COMPENSATION GROUP INVESTMENT ADVISORY SERVICES, LP SENIOR RELATIONSHIP MANAGER direct 2011-05-01
FAIRWAY ASSET MANAGEMENT, LLC SENIOR RELATIONSHIP MANAGER direct 2011-05-01
FAIRWAY ASSET MANAGEMENT, LLC CO-CHIEF INVESTMENT OFFICER direct 2011-05-01
JAMAIL, CHRISTOPHER, JAMES CHIEF INVESTMENT OFFICER, CHIEF OPERATING OFFICER 01/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
TOTAL COMPENSATION GROUP INVESTMENT ADVISORY SERVICES, LP CO-CHIEF INVESTMENT OFFICER direct 2013-01-01
TOTAL COMPENSATION GROUP INVESTMENT ADVISORY SERVICES, LP CHIEF INVESTMENT OFFICER, CHIEF OPERATING OFFICER direct 2013-01-01
MONTGOMERY, JEFFREY, ALAN PRESIDENT 05/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
TOTAL COMPENSATION GROUP INVESTMENT ADVISORY SERVICES, LP PRESIDENT direct 2016-05-01
NFP SECURITIES, INC. CHIEF EXECUTIVE OFFICER direct 2001-07-01 2004-04-21
NFP SECURITIES, INC. PRESIDENT, CHIEF EXECUTIVE OFFICER direct 2001-07-01 2004-12-17
NFP SECURITIES, INC. CHIEF EXECUTIVE OFFICER direct 2005-03-01 2006-03-29
NFP SECURITIES, INC. CHIEF EXECUTIVE OFFICER, DIRECTOR direct 2005-03-01 2007-07-31
AL FRANK ASSET MANAGEMENT INC DIRECTOR direct 2007-11-01 2008-02-07
AL FRANK ASSET MANAGEMENT INC CEO direct 2008-05-01 2009-02-20
AL FRANK ASSET MANAGEMENT INC CEO/CFO direct 2010-03-01 2010-03-17
AL FRANK ASSET MANAGEMENT INC CEO direct 2010-03-01 2016-01-13
AFAM CAPITAL, INC. CHIEF EXECUTIVE OFFICER direct 2010-03-01 2016-03-29
PESCE, JOHN, JOSEPH GENERAL PARTNER TCG GROUP HOLDINGS, LLP 12/01/2003 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
BULL CREEK CAPITAL MANAGEMENT, LLC GENERAL PARTNER indirect 2003-12-01
FAIRWAY ASSET MANAGEMENT, LLC MEMBER indirect 2003-12-01
TOTAL COMPENSATION GROUP INVESTMENT ADVISORY SERVICES, LP CEO direct 2003-12-01
TOTAL COMPENSATION GROUP INVESTMENT ADVISORY SERVICES, LP MANAGER indirect 2003-12-01
TOTAL COMPENSATION GROUP INVESTMENT ADVISORY SERVICES, LP GENERAL PARTNER indirect 2003-12-01
FAIRWAY ASSET MANAGEMENT, LLC CEO direct 2011-01-01
TCG CONSULTING SENIOR VICE PRESIDENT direct 2000-01-01 2003-10-28
TOTAL COMPENSATION GROUP CONSULTING, INC. MANAGER direct 2004-01-01 2004-01-09
TOTAL COMPENSATION GROUP CONSULTING, INC. PARTNER indirect 2004-01-01 2004-01-09
TOTAL COMPENSATION GROUP INVESTMENT ADVISORY SERVICES, LP GENERAL PARTNER OF BCDP HOLDINGS, LLP direct 2003-12-01 2004-02-19
TOTAL COMPENSATION GROUP INVESTMENT ADVISORY SERVICES, LP GENERAL PARTNER indirect 2003-12-01 2010-08-30
BULL CREEK CAPITAL MANAGEMENT, LLC CHIEF MARKETING OFFICER/CO-CHIEF INVESTMENT OFFICER direct 2011-01-01 2011-02-14
TOTAL COMPENSATION GROUP INVESTMENT ADVISORY SERVICES, LP MEMBER indirect 2003-12-01 2011-05-03
TOTAL COMPENSATION GROUP INVESTMENT ADVISORY SERVICES, LP MANAGER/CO-CHIEF INVESTMENT OFFICER direct 2003-12-01 2013-08-27
TOTAL COMPENSATION GROUP INVESTMENT ADVISORY SERVICES, LP MANAGER direct 2003-12-01 2015-03-31
FAIRWAY ASSET MANAGEMENT, LLC CO-CHIEF INVESTMENT OFFICER direct 2011-01-01 2015-03-31
PESCE, JOHN, JOSEPH MANAGER TOTAL COMPENSATION GROUP INVESTMENT ADVISORY SERVICES, LLC 12/01/2003 Indirect Other
Fund Name Position direct/indirect start date end date
BULL CREEK CAPITAL MANAGEMENT, LLC GENERAL PARTNER indirect 2003-12-01
FAIRWAY ASSET MANAGEMENT, LLC MEMBER indirect 2003-12-01
TOTAL COMPENSATION GROUP INVESTMENT ADVISORY SERVICES, LP CEO direct 2003-12-01
TOTAL COMPENSATION GROUP INVESTMENT ADVISORY SERVICES, LP MANAGER indirect 2003-12-01
TOTAL COMPENSATION GROUP INVESTMENT ADVISORY SERVICES, LP GENERAL PARTNER indirect 2003-12-01
FAIRWAY ASSET MANAGEMENT, LLC CEO direct 2011-01-01
TCG CONSULTING SENIOR VICE PRESIDENT direct 2000-01-01 2003-10-28
TOTAL COMPENSATION GROUP CONSULTING, INC. MANAGER direct 2004-01-01 2004-01-09
TOTAL COMPENSATION GROUP CONSULTING, INC. PARTNER indirect 2004-01-01 2004-01-09
TOTAL COMPENSATION GROUP INVESTMENT ADVISORY SERVICES, LP GENERAL PARTNER OF BCDP HOLDINGS, LLP direct 2003-12-01 2004-02-19
TOTAL COMPENSATION GROUP INVESTMENT ADVISORY SERVICES, LP GENERAL PARTNER indirect 2003-12-01 2010-08-30
BULL CREEK CAPITAL MANAGEMENT, LLC CHIEF MARKETING OFFICER/CO-CHIEF INVESTMENT OFFICER direct 2011-01-01 2011-02-14
TOTAL COMPENSATION GROUP INVESTMENT ADVISORY SERVICES, LP MEMBER indirect 2003-12-01 2011-05-03
TOTAL COMPENSATION GROUP INVESTMENT ADVISORY SERVICES, LP MANAGER/CO-CHIEF INVESTMENT OFFICER direct 2003-12-01 2013-08-27
TOTAL COMPENSATION GROUP INVESTMENT ADVISORY SERVICES, LP MANAGER direct 2003-12-01 2015-03-31
FAIRWAY ASSET MANAGEMENT, LLC CO-CHIEF INVESTMENT OFFICER direct 2011-01-01 2015-03-31
COCHRAN, MIKE, WAYNE MANAGER TOTAL COMPENSATION GROUP INVESTMENT ADVISORY SERVICES, LLC 12/01/2003 Indirect Other
Fund Name Position direct/indirect start date end date
TOTAL COMPENSATION GROUP INVESTMENT ADVISORY SERVICES, LP MANAGER indirect 2003-12-01
TOTAL COMPENSATION GROUP INVESTMENT ADVISORY SERVICES, LP CHAIRMAN direct 2003-12-01
TOTAL COMPENSATION GROUP CONSULTING, INC. PRESIDENT direct 2000-01-01 2003-10-28
TOTAL COMPENSATION GROUP CONSULTING, INC. PARTNER indirect 2004-01-01 2004-01-09
TOTAL COMPENSATION GROUP INVESTMENT ADVISORY SERVICES, LP GENERAL PARTNER OF BCDP HOLDINGS, LLP direct 2003-12-01 2004-02-19
TOTAL COMPENSATION GROUP INVESTMENT ADVISORY SERVICES, LP GENERAL PARTNER indirect 2003-12-01 2010-08-30
TOTAL COMPENSATION GROUP INVESTMENT ADVISORY SERVICES, LP MEMBER indirect 2003-12-01 2011-05-03
TOTAL COMPENSATION GROUP INVESTMENT ADVISORY SERVICES, LP MANAGER direct 2003-12-01 2015-03-31
TCG GROUP HOLDINGS, LLP MEMBER TOTAL COMPENSATION GROUP INVESTMENT ADVISORY SERVICES MANAGEMENT, LLC 12/01/2003 Indirect 75% or more
Fund Name Position direct/indirect start date end date
TOTAL COMPENSATION GROUP INVESTMENT ADVISORY SERVICES, LP MEMBER indirect 2003-12-01
TOTAL COMPENSATION GROUP INVESTMENT ADVISORY SERVICES, LP LIMITED PARTNER direct 2003-12-01
TOTAL COMPENSATION GROUP INVESTMENT ADVISORY SERVICES, LP HOLDING COMPANY direct 2003-12-01
TOTAL COMPENSATION GROUP CONSULTING, INC. HOLDING COMPANY direct 2004-01-01
TOTAL COMPENSATION GROUP CONSULTING, INC. GENERAL PARTNER direct 2004-01-01
BULL CREEK CAPITAL MANAGEMENT, LLC LIMITED PARTNER indirect 2003-12-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
TCG SELECT INVESTORS TWO, LLC United States 805-9694675819 Other Private Fund SINGLE PURPOSE VEHICLE 2,314,592 50,000
1845 REAL ESTATE HOLDINGS, LLC United States 805-4990315234 Real Estate Fund 3,320,338 35,000
TCG SELECT INVESTORS, LLC United States 805-6172398219 Other Private Fund SINGLE PURPOSE VEHICLE 4,695,894 50,000

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