# Tsai Wealth Management

Tsai Wealth Management is a RIA based in Pasadena, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Pasadena, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** Undisclosed
- **Website:** tsai.group

## Regulatory record

- **CRD number:** 151928
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/151928

## About

Tsai Group provides financial and administrative management services for businesses, acting as a shared financial director. They handle accounts payable, accounts receivable, bank reconciliation, and strategic consulting on pricing, tax strategy, cash flow, and growth opportunities. Their focus is freeing entrepreneurs to concentrate on growing their core business.

## Sectors

- Financial Services
- Real Estate
- Private Equity

## Questions

### What investment strategy does Tsai Wealth Management follow?

The firm focuses on direct private equity, real estate, and public market investments. It has historically held a significant portfolio of New York City real estate and positions in financial services and venture capital. The office operates without external fundraising, deploying only family capital in co-investments and direct deals.

### Does Tsai Wealth Management invest in venture capital or technology?

Yes. Gerald Tsai Jr. was an early backer of technology companies, including Apple Computer and Biogen. The office continues to hold venture capital and technology-related positions, often through co-investments with external fund managers.

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Last updated: 2026-08-11T15:08:22.057Z

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