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Adviser Profile

As of Date 03/28/2024
Adviser Type - Large advisory firm
Number of Employees 37 12.12%
of those in investment advisory functions 16 6.67%
Registration SEC, Approved, 7/17/1995
AUM* 3,540,333,917 9.54%
of that, discretionary 0
Private Fund GAV* 3,540,333,917 9.54%
Avg Account Size 505,761,988 -6.11%
SMA’s Yes
Private Funds 7
Contact Info 212 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
3B 3B 2B 2B 1B 923M 462M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeReal Estate Fund Count7 GAV$3,540,333,917

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Brochure Summary

Overview

TGM Associates was founded in 1991 to provide an integrated suite of real estate asset and property management services to its clients. It became an SEC-registered investment adviser in 1995 and its principal place of business is located at 650 Fifth Avenue, 28th Floor, New York, NY 10019. TGM Associates ownership is comprised of several limited partners, including SFT Real Estate LLC (1987) who is deemed a principal owner (as defined by the Instructions to Form ADV). However, TGM Associates is solely controlled by its general partner, TJG Holdings, Inc., whose sole shareholder is John Gochberg. Pursuant to an umbrella registration, this Firm Brochure describes the advisory services provided by TGM Associates as “filing adviser” as well as TGM AM as “relying adviser”. Types of Advisory Services TGM focuses on investing directly and indirectly in existing multifamily residential real estate in the continental United States, providing investment management and advisory services to private funds (each, a “Client” or “Private Fund” and, collectively, the “Clients” or “Private Funds”) whose investors are institutions, benefit plans pursuant to the Employee Retirement Income and Securities Act (“ERISA”), and state pension plans (individually and collectively, “Investor(s)”). Additionally, TGM expects to begin investing in Freddie Mac K-Deal securitizations (“K-Deals”) on behalf of certain Clients on a non-discretionary basis. In connection with
its investment advisory services, TGM provides property management services with respect to properties held by the Clients. Such services are provided by its affiliate, TGM Communities LLC. Members of TGM’s team have worked together for almost 30 years, acquiring, managing and selling apartment properties. Tailored Advice and Investment Restrictions TGM’s assets under management are held in Private Funds. We tailor our services to the mandates of the Private Funds. To the extent mutually agreed upon in writing, TGM will accept reasonable investment restrictions from an Investor. Any applicable guidelines or restrictions on TGM’s investment discretion on behalf of Clients are also set forth in the respective Governing Documents of the Private Funds. For an Investor that establishes a direct advisory relationship with TGM (e.g., via a separately managed account), TGM tailors its advisory services to the mandate of that Investor as set forth in that Investor’s applicable Governing Documents (as defined below). Generally, our investment recommendations are limited to investments in multifamily properties or securities backed by multifamily properties. Wrap Fee Programs TGM does not participate in any wrap fee programs. Client Assets Under Management As of December 31, 2023, TGM’s regulatory assets under management totaled approximately $3.54 billion, all of which was managed on a non-discretionary basis.