# TSA Management Inc

> TSA Management Inc is an SEC-registered investment advisory firm in Glen Head, NY, registered since 1992, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 106440
- Filed as: TSA MANAGEMENT INC
- Legal name: TSA Portfolio Management, Inc. FKA TSA Management Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Glen Head, NY
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/106440
- AdvisorCensus page: https://advisorcensus.com/firm/tsa-management-inc-glen-head-ny-106440

## Quick answers

**How is TSA Management Inc compensated?**
On its Form ADV (Item 5.E, October 2026), TSA Management Inc reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is TSA Management Inc located?**
TSA Management Inc's principal office is in Glen Head, NY, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is TSA Management Inc registered with the SEC or a state?**
TSA Management Inc is an SEC-registered investment advisory firm, registered since 1992. Status as filed: Approved. CRD 106440.

**How much does TSA Management Inc manage?**
TSA Management Inc reports $1,479,139,204 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (96% discretionary).

**How have TSA Management Inc's assets and staff changed since 2021?**
In the Form ADV data for TSA Management Inc: Regulatory assets under management: $888,560,875 in the October 2021 data and $1,479,139,204 in the October 2026 data, up 66%. Total employees: 65 in October 2021 and 32 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does TSA Management Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (2,182); high net worth individuals (384).

**Does TSA Management Inc report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/106440

**What changed in TSA Management Inc's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $1,284,683,018 to $1,479,139,204 (+15%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $1,479,139,204
- Discretionary: $1,424,074,901
- Non-discretionary: $55,064,303

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2,182 | $651,940,702 |
| High net worth individuals | 384 | $827,198,502 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 1992 (34 years)
- Employees: 32 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, CA, CO, CT, FL, GA, IL, LA, MA, MD, NC, NE, NH, NJ, NM, NV, NY, PA, RI, SC, TX, VA, VT, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Clifton Park, NY

### Websites listed on Form ADV (Item 1.I)
- hallidayfinancial.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $888,560,875 | 65 | March 24, 2021 |
| October 2022 | $1,160,767,497 | 54 | May 26, 2022 |
| October 2023 | $976,688,617 | 40 | August 17, 2023 |
| October 2024 | $1,114,258,972 | 32 | March 13, 2024 |
| October 2025 | $1,284,683,018 | 33 | March 21, 2025 |
| October 2026 | $1,479,139,204 | 32 | March 24, 2026 |

Regulatory assets under management: $888,560,875 in the October 2021 data and $1,479,139,204 in the October 2026 data, up 66%.
Total employees: 65 in October 2021 and 32 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $1,284,683,018 to $1,479,139,204 (+15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. TSA Management Inc (CRD 106440): Form ADV filing data as of October 2026.