TCP ASSET MANAGEMENT, LLC of UPPER ARLINGTON, OH is an SEC-registered investment adviser (CRD 286037). Regulatory assets under management: $1.2B.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Joshua Richard Allen | CHIEF EXECUTIVE OFFICER AND PARTNER | — |
| Phillip Joseph Susi | EXECUTIVE VICE PRESIDENT AND PARTNER | — |
| Philip Hunter Bervig | CHIEF INVESTMENT OFFICER AND PARTNER | — |
| Branda Rhae Allen | CHIEF OPERATING OFFICER AND PARTNER | — |
| Rebecca Eve Goebel | CHIEF COMPLIANCE OFFICER | — |
| ALLEN J RICHARD | CHIEF EXECUTIVE OFFICER AND PARTNER; MEMBER, OWNER AND INVESTMENT ADVISOR REPRESENTATIVE; MEMBER, OWNER, CHIEF COMPLIANCE OFFICER, AND INVESTMENT ADVISOR REPRESENTATIVE | — |
| SUSI PHILLIP JOSEPH | EXECUTIVE VICE PRESIDENT AND PARTNER; MEMBER, OWNER AND INVESTMENT ADVISOR REPRESENTATIVE; OWNER AND INVESTMENT ADVISOR REPRESENTATIVE | — |
| ALLEN JOSHUA R | CHIEF COMPLIANCE OFFICER, OWNER AND INVESTMENT ADVISOR REPRESENTATIVE | — |
| BERVIG PHILIP HUNTER | CHIEF INVESTMENT OFFICER AND PARTNER; OWNER; OWNER & INVESTMENT ADVISER REPRESENTATIVE | — |
| CALL JULIANNE LORRAINE | CHIEF COMPLIANCE OFFICER AND PRINCIPAL | — |
| ALLEN BRANDA RHAE | CHIEF OPERATING OFFICER AND PARTNER; OWNER; OWNER & CHIEF COMPLIANCE OFFICER (+1 more) | — |
| McCleese Matthew Ryan | DIRECTOR OF COMPLIANCE | — |
| GOEBEL REBECCA EVE | CHIEF COMPLIANCE OFFICER | — |