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James Lewis O'hara

TSG CONSUMER PARTNERS LP·LARKSPUR, California
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1100 LARKSPUR LANDING CIRCLE, LARKSPUR, CA 94939CRD# 6021682Firm CRD# 160826
01

About

James Lewis O'hara is a registered financial advisor based in LARKSPUR, California, affiliated with TSG CONSUMER PARTNERS LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
TSG CONSUMER PARTNERS LP
TSG CONSUMER PARTNERS LP
AUM
$16.3B
Regulatory assets under management
Employees
71
Total firm employees
View all advisors at TSG CONSUMER PARTNERS LP →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Other: CARRIED INTEREST
Regulatory
SEC/IARD CRD# 6021682
Firm CRD# 160826
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Lewis O'hara offer?
James Lewis O'hara specializes in Retirement Planning. Contact their office in LARKSPUR, California for a consultation.
What are James Lewis O'hara's credentials?
James Lewis O'hara is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Lewis O'hara located?
James Lewis O'hara is based in LARKSPUR, California, working with TSG CONSUMER PARTNERS LP. Their office serves clients in the LARKSPUR metropolitan area and surrounding communities.
How does James Lewis O'hara charge for services?
James Lewis O'hara's firm is compensated through percentage of aum, other: carried interest. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TSG CONSUMER PARTNERS LP?
TSG CONSUMER PARTNERS LP has approximately 71 employees and manages $16.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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