Unclaimed Profile

James Lewis O'hara

TSG CONSUMER PARTNERS LP·LARKSPUR, California

Clean recordTSG CONSUMER PARTNERS LP

1100 LARKSPUR LANDING CIRCLE, LARKSPUR, CA 94939CRD# 6021682Firm CRD# 160826

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Lewis O'hara · LARKSPUR, CA

Registration

CRD #6021682 · TSG CONSUMER PARTNERS LP

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

TSG CONSUMER PARTNERS LP

AUM

$16.3B

Regulatory assets under management

Employees

Total firm employees

View all advisors at TSG CONSUMER PARTNERS LP →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Other: CARRIED INTEREST

Regulatory

SEC/IARD CRD# 6021682

Firm CRD# 160826

View on FINRA BrokerCheck →

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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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