Tsg Consumer Partners LLC (San Francisco)


Tsg Consumer Partners LLC is a large advisory firm based in San Francisco. It manages $9.21 billion of regulatory assets for 16 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of California and New York.

Tsg Consumer Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Tsg Consumer Partners: assets under management

The assets under management (AUM) of Tsg Consumer Partners LLC is $9.21 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 221% since the beginning of its operation, and $3.98 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $9.21 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $575.56 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Tsg Consumer Partners LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Tsg Consumer Partners serves?

The only and largest group of clients of Tsg Consumer Partners is pooled investment vehicles with 16 clients and $9.21 billion of assets under management. Among the 12 most similar advisory firms, Tsg Consumer Partners has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $9.21 billion for 16 clients. 15% of the firm’s clients are foreign persons or businesses.

Tsg Consumer Partners also advises several private funds. Namely, thirteen private equity funds. The minimum investment commitment required of non-related persons ranges from $1 to $50,000,000.

Careers at Tsg Consumer Partners LLC

The company employs 47 people that are either part- or full-time employees. 51 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Charles Howard Esserman Ceo, managing director, manager member 1 Nov 1987 Other 6021678
James Lewis O'hara Managing director, managing member 1 Jan 2001 Other 6021682
Alexander Steve Panos Managing director, managing member 1 Jan 2005 Other 2270698
Mary Hadley Mullin Managing director, managing member 1 Jan 2007 Other 6021690
Pierre Sylvio Lecomte Managing director, managing member 1 Jan 2009 Other 6021692
John Michael Kenney Managing director, managing member 1 Jan 2009 Other 1864505
Edward Brian Krumrei Managing member 1 Apr 2012 Other 6631069
Frances Blythe Jack Managing member 1 Jan 2013 Other 6039133
Robert Wallace Wertsch Chief financial officer, chief compliance officer 1 Jun 2013 Other 3019421
Jennifer Baxter Moser Managing member 1 Jan 2014 Other 6750671
Colin Samuel Arthur Welch Managing member 1 Mar 2016 Other 3175112
Tsg Advisor Midco Llc Non-managing member 1 Dec 2016 50% - 75% 81-4827657
Jessica Robin Duran Chief financial officer, chief compliance officer 1 Jul 2017 Other 6829804

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Tsg Advisor Topco Llc Managing member 1 Dec 2016 75% - 100% 81-0693144

Based in San Francisco

The principal office where Tsg Consumer Partners LLC performs its advisory services is located at 600 Montgomery Street, San Francisco, CA 94111, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-217-2300 or by fax 415-217-2350. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at tsgconsumer.com.