Overview
Assets Under Management: $148 million
High-Net-Worth Clients: 46
Average Client Assets: $2.7 million
Frequently Asked Questions
TSAI CAPITAL CORPORATION is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #137578), TSAI CAPITAL CORPORATION is subject to fiduciary duty under federal law.
TSAI CAPITAL CORPORATION serves 46 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, TSAI CAPITAL CORPORATION offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
TSAI CAPITAL CORPORATION manages $148 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, TSAI CAPITAL CORPORATION serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 46
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.08%
Average Client Assets: $2.7 million
Total Client Accounts: 57
Discretionary Accounts: 57
Regulatory Filings
CRD Number: 137578
Filing ID: 2084981
Last Filing Date: 2026-03-31 08:31:35