# TTP Investments

TTP Investments is a Bank / Wealth / Trust based in San Jose, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** San Jose, United States
- **Region:** North America
- **Address:** San Jose, CA, United States
- **Founded:** 1998
- **Assets under management:** Undisclosed
- **Website:** www.ttp-investments.com
- **LinkedIn:** https://www.linkedin.com/company/ttp-investments-limited

## Regulatory record

- **CRD number:** 284082
- **SEC file number:** 801-107967
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/284082

## About

Founded in 1998, TTP Investments was established as a wealth management and registered investment advisory practice based in San Jose, California. The firm's founder and the identity of its current investment committee are not a matter of public record as of mid-2026, and TTP does not maintain a detailed public-facing profile beyond its core regulatory disclosures. TTP's service model combines three complementary lines: discretionary asset management, financial planning, and tax advisory. There is no public evidence of direct private-market activity—no disclosed venture capital commitments, private equity fund interests, or direct real estate holdings—indicating a strategy centered on liquid, transparent, and publicly traded securities. The geographic footprint is concentrated in the South Bay and broader Santa Clara Valley, with clients drawn from the region's technology professionals, business owners, and retirees. The firm operates from a single office in San Jose and does not publicly disclose assets under management, total deployment figures, or team headcount. No adjacent vehicles—such as a philanthropic foundation, real-asset arm, or operating business—appear in incorporation records linked to TTP. As of May 2026, no publicly reported acquisitions, strategic hires, or office expansions could be identified, reinforcing the picture of a steady-state practice serving a stable local client base. TTP's structural differentiator lies in its bundle of asset management with in-house tax expertise—a configuration that remains relatively uncommon among smaller RIAs and that allows the firm to manage portfolios with explicit attention to after-tax outcomes. This integrated tax-aware posture, rather than scale or deal access, defines its architecture.

## Questions

### Does TTP Investments manage pooled funds or institutional separate accounts?

No pooled investment vehicles or institutional separate accounts are publicly associated with TTP Investments. The firm's ADV filing structure and the absence of any disclosed fund complexes point to a practice built entirely on individually managed retail accounts. Institutional allocators evaluating the firm will find no commingled vehicle entry points.

### How does the firm integrate tax planning with asset management?

TTP Investments lists tax advice as a core service alongside asset management and financial planning. For a small RIA, maintaining in-house tax capability means that portfolio decisions—asset location across taxable and qualified accounts, tax-loss harvesting, and withdrawal sequencing—can be executed with direct knowledge of a client's full tax picture, rather than relying on an outside CPA.

## Related profiles

- [TTP](https://altss.com/profile/ttp)
- [Tualatin Hills Park & Recreation District Retirement Plan](https://altss.com/profile/tualatin-hills-park-recreation-district-retirement-plan)

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Last updated: 2026-08-11T02:43:31.692Z

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