$148.3M Total AUM
$148.3M Disc. AUM
-- 3Y CAGR
3 Employees
55 ADV. Clients
28 yrs Firm Age
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- Custodian
- Pershing · Stifel · UBS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-01-1997
- Office Locations
- 1
Office Locations
-- NEW York NY
About Tsai Capital Corporation
Tsai Capital Corporation is a NEW York-based RIA. The firm has been operating for 28 years. Managing $148.3M in total assets under management, with 3 advisory representatives. They custody assets with Pershing and Stifel.
Team overview
-- AVG AGE
$49.4M AVG AUM / ADVISOR
$2.7M AVG AUM / CLIENT
28.7 yrs AVG TENURE
3 Employees
3 Advisory Reps
0 RIA Reps
28yrs Firm Age
Insights
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Asset Classes
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CRM
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Custodian
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Investment Themes
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Platform
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Services
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Technology
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Owner & Executives
CHRISTOPHER TSAI
Chief Compliance Officer, Chief Investment Officer, President
- CRD
- --
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $148,292,324 | $2,601,620 |
| Non-Discretionary | $0 | -- |
| Total | $148,292,324 | $2,601,620 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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| Available | Available | Available | Available | Available | Available |
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