SourcingSourcing

TSP CAPITAL MANAGEMENT GROUP, LLC

B55
CRD 131889·SEC 801-63507·SUMMIT, NJ
AUM
$553.3M
$500M-$1B
Est. Revenue
$5.5M
@ 1% on AUM
Est. EBITDA
$1.7M
@ 30% margin
Est. Deal Value
$13.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TSP CAPITAL MANAGEMENT GROUP, LLC
CRD
131889
SEC file #
801-63507
EIN
562475911
DBA names
—

Economics

AUM
$553.3M
AUM band
$500M-$1B
AUM trajectory
'20'26
$278.6M → $553.3M▲ +99%
Client mix
Individuals Other71
Individuals High Net Worth62
Charitable Organizations8
Pension Profit Sharing Plans1
Corporations1

Operations

Employees (total)
5
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
SUMMIT NJ
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businessesOther Advisory Services
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
03/20/2026
ADV-W filed at
—
Website
tspcapitalmgt.com

Compliance

Disclosures (firm)
2
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PALUCK, THOMAS, STANLEY
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
PALUCK, THOMAS, STANLEY
KLEPPER, BARBARA, JERMAK
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
TSPCAPITALMGT.COM
Rdap Domain Creation Date
2004-10-11T15:49:15Z
Rdap Firm Age Years
22
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001317208
Edgar Registered
Yes
Edgar Filing Count
114
Edgar First Filing Date
2005-02-14
Edgar Last Filing Date
2026-04-24
Edgar 13f Count
90
Edgar 13f Latest AUM Estimate
Filing Date2026-04-24
Accession0001172661-26-001536

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
E*trade4
Fidelity2
Edgar Addresses
Mailing
382 SPRINGFIELD AVENUE, SUITE 500SUMMIT, NJ 07901
Business
382 SPRINGFIELD AVENUE, SUITE 500SUMMIT, NJ 07901
Edgar EIN
562475911
Edgar Recent Filings
13F-HR2026-04-24 · 0001172661-26-001536
13F-HR2026-01-21 · 0001172661-26-000241
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-10-11T15:49:15Z
Rdap Domain Last Changed
2025-08-12T07:25:37Z
Rdap Nameservers
Ns31.worldnic.comNs32.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
355780
Trust Company Affiliate
No

People (3)

3
PALUCK, THOMAS, STANLEY
IAR · Direct Owner · 87.5%
355780
KLEPPER, BARBARA, JERMAK
Executive Officer · 2.5%
3062595
RICHARD COLWELL WOLFFE
IAR
4546297