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TSL Investment Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$10,345,138
This total excludes 6 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
12
50% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
12
Very LowAverage account size
$862,095
About
TSL Investment Management provides discretionary portfolio management and ongoing investment supervisory services to individual and high‑net‑worth clients, as well as certain corporate entities. The firm constructs a written Investment Policy Statement for each client and manages portfolios across mutual funds, equities, fixed income, ETFs, REITs hedge funds and real estate holdings.
The firm’s investment approach emphasizes fundamental analysis and tailors asset allocation to client risk tolerance, tax situation and time horizon, implementing both long‑ and short‑term trading strategies as needed. It documents client objectives in an Investment Policy Statement and generally operates with discretionary trading authority through a custodian relationship.
Distinctive features include the firm’s involvement in sponsoring and managing private real estate projects through affiliated real estate brokerage and management entities, and a practice of not charging its usual advisory fee on affiliated real estate investments while affiliated managers may receive separate management fees. The firm has had a regulatory disclosure event — a 2016 stipulation with the Florida regulator addressing ADV/reporting deficiencies that it reports as corrected — and it also employs borrowing (margin) and options strategies in managed accounts, practices that are less common among peers.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Real estate investing
Fee options
$0 - $20,000,000: 1.10% annually $20,000,001+: 0.75% annually
Account minimum: $200,000 (may be waived based on client needs and complexity) Fee-only: Annual fees of 1.10% on assets up to $20 million and 0.75% on assets above $20 million, payable quarterly in arrears, negotiable
Main office location
TSL Investment Management, LLC
Boca Raton FL, United States
Number of offices
1
Most active in
TSL Investment Management, LLC has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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