Tca Fund Management Group Corp. (Aventura)


Tca Fund Management Group Corp. is a large advisory firm based in Aventura. It manages $496.84 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of Florida.

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Tca Fund Management Group Corp 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.

Tca Fund Management Group Corp: assets under management

The assets under management (AUM) of Tca Fund Management Group Corp. is $496.84 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 65% since the beginning of its operation, and $496.84 million of the total AUM is attributable to clients outside of the United States.


The firm manages $496.84 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $165.61 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Tca Fund Management Group Corp. for their services and products based on a percentage of assets under management and performance-based fees. 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 Tca Fund Management Group Corp serves?

The only and largest group of clients of Tca Fund Management Group Corp is pooled investment vehicles with 3 clients and $496.84 million of assets under management. Among the 9 most similar advisory firms, Tca Fund Management Group Corp has the 2nd highest percentage of pooled investment vehicles out of all clients.


The amount of regulatory assets under management is $496.84 million for 3 clients. 100% of the firm’s clients are foreign persons or businesses.

Tca Fund Management Group Corp also advises several private funds. Namely, one other private fund. The minimum investment commitment required of non-related persons is $100,000 for each fund.

Careers at Tca Fund Management Group Corp.

The company employs 46 people that are either part- or full-time employees. 33 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There are 56 people 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
Donna Marie Silverman Chief portfolio officer 1 Apr 2010 Other 1252024
Lp Phoenix Family Owner 1 Jun 2011 75% - 100% 45-2532246
Robert Darryl Press Chief executive officer / director 1 Jan 2012 75% - 100% 1293503
Alyce Beth Schreiber Chief compliance officer / chief administrative officer 1 Sep 2015 Other 6566063
Steven Nmn Rosen Chief financial officer 1 Feb 2016 Other 6705751
Trust A Established Under The Press 2016 Family Trust Owner 1 Feb 2017 75% - 100% 30-6560839
Tara Lynn Antal Chief compliance officer 1 Jan 2018 Other 6930000

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
Llc Phoenix Management General partner 1 Jun 2011 Other 45-2531374
Robert Darryl Press Owner/managing member & trustee, respectively 1 Jun 2011 75% - 100% 1293503
Llc Bridgeford Trust Company Trustee 1 Feb 2018 75% - 100% 46-0566229

Based in Aventura

The principal office where Tca Fund Management Group Corp. performs its advisory services is located at 19950 W Country Club Dr, Aventura, FL 33180, 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 786-323-1650 or by fax 786-323-1651. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at tcaglobalfund.com/ and its LinkedIn profile.