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Private equityFirmfund of funds · probableunsized

TCG Advisors, LP

Private Equity

Austin, TX

Solutions for Financial Wellness | 2026

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:030717e3-2f6b-45e6-9a41-45cddcfcde0f

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 19, 2026, 3:44 AM UTC and rebuilt at most every 15 minutes.

Relationships: 20
Dated events: 18
On other graphs: 4
Observed: Sep 13, 2026 to Sep 17, 2026
22 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

TCG ADVISORS, LP

Registered adviser · shared crd

Allocatorsidentity

TCG Advisors, LP

Investment consultant · shared crd

Real Estate Fundsidentity

TCG Advisors, LP

Real estate fund manager · shared crd

RIA / Wealth Managementidentity

HUB INVESTMENT PARTNERS, LLC

Registered adviser · shared cik

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 2
PE funds: 2
Vintages: 2015 to 2015
Regulatory AUM: $3.6B
Investments: 0
Active investments: 0
Size band: UNSIZEDderivedno Private Equity Fund GAV on a filing from 2021 or later
Stated sectors: financial_services
Latest ADV filing: Jun 5, 2020
Employees (ADV): 99
Website: jemtpa.com

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV	LPs
Master Elite Sma, LLC	2015	Unknown	Private Equity Fund	n/a	$1.1M	0
TCG Growth & Income Fund, LLC	2015	Unknown	Private Equity Fund	n/a	$5.1M	0

Relationships

Firm member (1)

→ TcgFirmAnchor adviser
factDFX's own graph

Placement agent of (2)

→ Fairway Vintage FundFundRelated person
Jan 1, 2015 to presentfactForm ADV
→ Fairway Masters FundFundRelated person
Jan 1, 2012 to presentfactForm ADV

Employs (13)

→ Scott Christopher HauptmannPersonChief Operations Officer
Jan 1, 2002 to presentfactForm ADV
→ John Joseph PescePersonManager
Dec 1, 2003 to presentfactForm ADV
→ Mike Wayne CochranPersonChairman
Dec 1, 2003 to presentfactForm ADV
→ Christopher James JamailPersonChief Marketing Officer
Jan 1, 2013 to presentfactForm ADV
→ Jeffrey Alan MontgomeryPersonPresident
May 1, 2016 to presentfactForm ADV
→ Jaime Ernesto BarrazaPersonChief Technology Officer
Jan 1, 2002 to presentfactForm ADV
→ Bryan L GoodwinPersonChief Compliance Officer
Mar 1, 2020 to presentfactForm ADV
→ David Evan FriedmanPersonGeneral Counsel And Cco
Aug 1, 2010 to Sep 18, 2018inferenceForm ADV
→ Kevin Blain McneillPersonChief Investment Officer
Jul 1, 2018 to Jun 5, 2020inferenceForm ADV
→ Cabanne GilbreathPersonSenior Relationship Manager
May 1, 2011 to Mar 29, 2018inferenceForm ADV
→ Mark Thomas WooleryPersonChief Marketing Officer
Jan 1, 2011 to Mar 29, 2018inferenceForm ADV
→ David Elijah MckeePersonChief Compliance Officer
Jan 1, 2010 to Apr 1, 2013inferenceForm ADV
→ Wayne Clarence DessellePersonManager
Dec 1, 2003 to Mar 31, 2014inferenceForm ADV

Manages (2)

→ Master Elite Sma, LLCFundPrivate Equity Fund
Mar 31, 2015 to presentfactForm ADV
→ TCG Growth & Income Fund, LLCFundPrivate Equity Fund
Mar 31, 2015 to presentfactForm ADV

Owns (2)

← Total Compensation Group Investment Advisory Services Management, LLCFirmGeneral Partner
Dec 1, 2003 to presentfactForm ADV
← TCG Group Holdings, LLPFirmMember
Dec 1, 2003 to presentfactForm ADV

Dated events

3 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jul 7, 2021
Firm news
HUB International Expands Retirement and Private Wealth Capabilities With Acquisition of Trusted Capital Group
The subject's own siteobserved yesterday
Occurred
Jul 30, 2020
Firm news
TCG Advisors Named to 2020 Financial Times 300 Top Registered Investment Advisors
The subject's own siteobserved yesterday
Occurred
Jun 5, 2020
Person left
Kevin Blain Mcneill (Chief Investment Officer) no longer on Schedule A of TCG Advisors, LP
Form ADVobserved 5 days ago
Occurred
Mar 1, 2020
Person joined
Bryan L Goodwin joined Schedule A of TCG Advisors, LP as Chief Compliance Officer
Form ADVobserved 5 days ago
Occurred
Sep 18, 2018
Person left
David Evan Friedman (General Counsel And Cco) no longer on Schedule A of TCG Advisors, LP
Form ADVobserved 5 days ago
Occurred
Jul 1, 2018
Person joined
Kevin Blain Mcneill joined Schedule A of TCG Advisors, LP as Chief Financial Officer And Chief Compliance Officer
Form ADVobserved 5 days ago
Occurred
Mar 29, 2018
Person left
Cabanne Gilbreath (Senior Relationship Manager) no longer on Schedule A of TCG Advisors, LP
Form ADVobserved 5 days ago
Occurred
Mar 29, 2018
Person left
Mark Thomas Woolery (Chief Marketing Officer) no longer on Schedule A of TCG Advisors, LP
Form ADVobserved 5 days ago
Occurred
May 1, 2016
Person joined
Jeffrey Alan Montgomery joined Schedule A of TCG Advisors, LP as President
Form ADVobserved 5 days ago
Occurred
Mar 31, 2014
Person left
Wayne Clarence Desselle (Manager) no longer on Schedule A of TCG Advisors, LP
Form ADVobserved 5 days ago
Occurred
Apr 1, 2013
Person left
David Elijah Mckee (Chief Compliance Officer) no longer on Schedule A of TCG Advisors, LP
Form ADVobserved 5 days ago
Occurred
Jan 1, 2013
Person joined
Christopher James Jamail joined Schedule A of TCG Advisors, LP as Co-Chief Investment Officer
Form ADVobserved 5 days ago
Occurred
Nov 21, 2011
Adviser first adv filing
TCG Advisors, LP first filed Form ADV in the extract (IA)
Form ADVobserved 5 days ago
Occurred
Jan 1, 2002
Person joined
Scott Christopher Hauptmann joined Schedule A of TCG Advisors, LP as Chief Operations Officer
Form ADVobserved 5 days ago
Occurred
Jan 1, 2002
Person joined
Jaime Ernesto Barraza joined Schedule A of TCG Advisors, LP as Chief Technology Officer
Form ADVobserved 5 days ago

Show 3 bookkeeping events

Occurred
Sep 1, 2026
Adviser CRD 112685 is not on the SEC registered or exempt adviser roster of 2026-09-01
Occurred
Mar 31, 2015
TCG Growth & Income Fund, LLC first reported on Form ADV by TCG Advisors, LP (Private Equity Fund), GAV $5,070,542
Occurred
Mar 31, 2015
Master Elite Sma, LLC first reported on Form ADV by TCG Advisors, LP (Private Equity Fund), GAV $1,062,973

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 office address (Form ADV), 1 website (Form ADV) · as of 2026-09-13

Also named here, with no published line of their own (reach them through the firm): Scott Christopher Hauptmann (Chief Operations Officer), John Joseph Pesce (Manager), Mike Wayne Cochran (Chairman), Christopher James Jamail (Chief Marketing Officer), Jeffrey Alan Montgomery (President), Jaime Ernesto Barraza (Chief Technology Officer), Bryan L Goodwin (Chief Compliance Officer).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Private Equity
Canonical id: dfx:pe:030717e3-2f6b-45e6-9a41-45cddcfcde0f
First observed: Sep 13, 2026
Last observed: Sep 17, 2026 37 h ago
Source families: Federal regulator filings, Firm and issuer disclosures
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

TCG Advisors, LP

Private Equity

Austin, TX

Solutions for Financial Wellness | 2026

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:030717e3-2f6b-45e6-9a41-45cddcfcde0f

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 19, 2026, 3:44 AM UTC and rebuilt at most every 15 minutes.

Fund

Vintage

Lifecycle

ADV type

Form D sold

GAV

LPs

Master Elite Sma, LLC

2015

Unknown

Private Equity Fund

n/a

$1.1M

TCG Growth & Income Fund, LLC

2015

Unknown

Private Equity Fund

n/a

$5.1M