Multi-Family OfficeRIA · CRD 324156SEC-Registered

Updated:

TKG Wealth Advisers

TKG Wealth Advisers LLC is an SEC-registered investment adviser in Cranford, NJ. The firm manages approximately $102 million in regulatory assets.

TKG Wealth Advisers

TKG Wealth Advisers LLC is an SEC-registered investment adviser in Cranford, NJ. The firm manages approximately $102 million in regulatory assets. It has 5 employees and 5 investment advisers.

General information

Firm type

Multi Family Office

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Frequently asked questions

Who runs investment decisions at TKG Wealth Advisers?

TKG Wealth Advisers does not publicly disclose the names of its investment principals or leadership team. The firm operates as a multi-family office with professional advisors managing client portfolios, though specific individuals are not identified in public records.

How does TKG Wealth Advisers source proprietary deal flow?

The firm likely sources deal flow through its network of family offices and external partnerships, as is common for multi-family offices. Specific sourcing methods are not publicly documented, but the firm's collaborative model with other families may provide access to co-investment opportunities that are not broadly marketed.

Is TKG Wealth Advisers structured as a single family office or does it operate more like a venture firm?

TKG Wealth Advisers is structured as a multi-family office, serving multiple families with wealth management and investment services. It does not operate like a venture capital firm; instead, it focuses on asset allocation and direct investments tailored to the needs of its clients.

Does TKG Wealth Advisers participate in fund commitments or only direct deals?

The firm participates in both fund commitments and direct deals, according to its investment strategy as a multi-family office. It allocates capital to private equity funds, real estate partnerships, hedge funds, and also engages in direct investments in companies or projects, though specifics are not publicly available.

What investment stages does TKG Wealth Advisers typically target?

TKG Wealth Advisers targets a range of investment stages, including growth equity, buyouts, and real asset investments, based on its asset-class exposure. The firm does not publicly specify a preference for early-stage or venture capital, focusing instead on later-stage and alternative investments that align with capital preservation goals.

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