# TSA PORTFOLIO MANAGEMENT, INC. FKA TSA MANAGEMENT INC.

TSA PORTFOLIO MANAGEMENT, INC. FKA TSA MANAGEMENT INC. of GLEN HEAD, NY is an SEC-registered investment adviser.

## Registration

- CRD: 106440
- Type: SEC-registered investment adviser
- SEC file number: 801-41423
- Location: 725 GLEN COVE AVE, GLEN HEAD, NY, 11545
- Phone: 516-676-3332
- Latest filing: 2026-03-24
- Regulatory AUM: $1.5B
- Discretionary AUM: $1.4B
- Non-discretionary AUM: $55.1M
- Clients: 32
- Accounts: 4,295

## Business model

- Compensation: % of AUM, Fixed
- Clients served: High net worth

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Rachel Holste Pino | HOLDING CORPORATION; SHAREHOLDER, CHIEF COMPLIANCE OFFICER | — |
| Denis Joseph Moynihan | HOLDING CORPORATION | — |
| Sean Shahriar Mohammadi | HOLDING CORPORATION | — |
| PINO RACHEL HOLSTE | CHIEF COMPLIANCE OFFICER; HOLDING COMPANY; HOLDING CORPORATION (+2 more) | — |
| HALLIDAY ANDREW WALTER | HOLDING CORPORATION; OFFICER | — |
| MOYNIHAN DENIS JOSEPH | HOLDING CORPORATION; PRESIDENT | — |
| HALLIDAY SARAH TUCKER | HOLDING CORPORATION; SHAREHOLDER | — |
| MOHAMMADI SEAN SHAHRIAR | HOLDING CORPORATION; SHAREHOLDER | — |
| DIMAGGIO DEAN CHARLES | SHAREHOLDER | — |
| HALLIDAY RACHEL HOLSTE | SHAREHOLDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/106440/brochure
- Similar advisers: https://search.stillhousedata.com/firm/106440/similar
- Related entities: https://search.stillhousedata.com/firm/106440/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/106440

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.