Tcmi, Inc. (Menlo Park)

Name: Tcmi, Inc.
Address: 250 Middlefield Road, Menlo Park, CA, 94025
Telephone: 650-614-8200

Tcmi, Inc. is a large advisory firm based in Menlo Park. It manages $12.37 billion of regulatory assets for 15 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of California and New York.

Tcmi provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Tcmi: assets under management

The assets under management (AUM) of Tcmi, Inc. is $12.37 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 142% since the beginning of its operation, and $11.49 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $12.37 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $824.73 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Tcmi, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Tcmi serves?

The only and largest group of clients of Tcmi is pooled investment vehicles with 15 clients and $12.37 billion of assets under management. Among the 10 most similar advisory firms, Tcmi has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $12.37 billion for 15 clients. 86% of the firm’s clients are foreign persons or businesses.

Tcmi also advises several private funds. Namely, three private equity funds and twelve venture capital funds. The minimum investment commitment required of non-related persons ranges from $0 to $2,000,000.

Careers at Tcmi, Inc.

The company employs 65 people that are either part- or full-time employees. 69 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jay Crandall Hoag	Stockholder and director of tcmi, inc.	1 Jun 1995	50% - 75%	5510918
Richard Herrick Kimball	Stockholder and director of tcmi, inc.	1 Jun 1995	50% - 75%	1338915
Robert Craig Bensky	Chief financial officer	1 Jun 1995	Other	6022874
Carla Schwartz Newell	General partner of tcmi, inc.	1 Feb 2000	Other	6022865
Jon Quentin Reynolds	Member, tcv management 2004, l.l.c.	1 Feb 2004	Other	2216392
John Lawrence Drew	Member, tcv management 2004, l.l.c.	1 Feb 2004	Other	6022870
Jay Crandall Hoag	Member, tcv management 2004, l.l.c.	1 Feb 2004	25% - 50%	5510918
Richard Herrick Kimball	Member, tcv management 2004, l.l.c.	1 Feb 2004	Other	1338915
Robert William Trudeau	Member, tcv vi management, l.l.c.	1 Nov 2005	Other	6022871
Jay Crandall Hoag	Member, tcv vi management, l.l.c.	1 Nov 2005	25% - 50%	5510918
John Lawrence Drew	Member, tcv vi management, l.l.c.	1 Nov 2005	Other	6022870
Richard Herrick Kimball	Member, tcv vi management, l.l.c.	1 Nov 2005	Other	1338915
Jon Quentin Reynolds	Member, tcv vi management, l.l.c.	1 Nov 2005	Other	2216392
Christopher Phelan Marshall	Member, tcv vii management, l.l.c.	1 Aug 2008	Other	6022872
Jay Crandall Hoag	Member, tcv vii management, l.l.c.	1 Aug 2008	25% - 50%	5510918
Richard Herrick Kimball	Member, tcv vii management, l.l.c.	1 Aug 2008	Other	1338915
Jon Quentin Reynolds	Member, tcv vii management, l.l.c.	1 Aug 2008	Other	2216392
John Lawrence Drew	Member, tcv vii management, l.l.c.	1 Aug 2008	Other	6022870
Robert William Trudeau	Member, tcv vii management, l.l.c.	1 Aug 2008	Other	6022871
Jon Quentin Reynolds	Director of tcmi, inc.	1 Jun 2010	Other	2216392
Frederic David Fenton	General counsel & chief compliance officer	1 Sep 2011	Other	6022869
Jay Crandall Hoag	Member, tcv viii management, l.l.c.	1 Jan 2014	Other	5510918
Jon Quentin Reynolds	Member, tcv viii management, l.l.c.	1 Jan 2014	Other	2216392
Richard Herrick Kimball	Member, tcv viii management, l.l.c.	1 Feb 2014	Other	1338915
Christopher Phelan Marshall	Member, tcv viii management, l.l.c.	1 Feb 2014	Other	6022872
Robert William Trudeau	Member, tcv viii management, l.l.c.	1 Feb 2014	Other	6022871
John Claster Rosenberg	Member, tcv viii management, l.l.c.	1 Feb 2014	Other	3096827
Timothy Patrick Mcadam	Member, tcv viii management, l.l.c.	1 Feb 2014	Other	2074428
David Li Yuan	Member, tcv viii management, l.l.c.	1 Feb 2014	Other	6314782
Patrick Daniel Reilly	Head of finance	1 Aug 2014	Other	6459798
Jay Crandall Hoag	Member, tcv ix management, l.l.c.	1 Feb 2016	Other	5510918
Jon Quentin Reynolds	Member, tcv ix management, l.l.c.	1 Feb 2016	Other	2216392
Christopher Phelan Marshall	Member, tcv ix management, l.l.c.	1 Feb 2016	Other	6022872
John Claster Rosenberg	Member, tcv ix management, l.l.c.	1 Feb 2016	Other	3096827
Timothy Patrick Mcadam	Member, tcv ix management, l.l.c.	1 Feb 2016	Other	2074428
David Li Yuan	Member, tcv ix management, l.l.c.	1 Feb 2016	Other	6314782
Patrick Daniel Reilly	Chief financial officer	1 Jan 2017	Other	6459798
Nathan Douglas Sanders	Chief operating officer	1 Mar 2018	Other	6930256

Based in Menlo Park

The principal office where Tcmi, Inc. performs its advisory services is located at 250 Middlefield Road, Menlo Park, CA 94025, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 650-614-8200. The normal business hours are 8:00 a.m. to 5:00 p.m. (pacific time zone) on Monday - Friday. You can find more information about the New York firm at tcv.com.