What TFG Capital Partners does

TFG Capital Partners is a private markets consulting firm headquartered in Pacific Palisades, California, founded by Gerry Flintoft to serve General Partners and Limited Partners in the alternative investments ecosystem. Its three core service lines are Alternative Investment Advisory (outsourced CIO functions for family offices, institutional LPs, private companies, and OCIO channel partners, including investment policy, portfolio design, manager searches, and analytics), Capital Markets (strategic advisory and placement agent services for emerging PE platforms, Independent Sponsors, GPs, and mid-market companies), and Private Equity Asset Management (board, director, and senior advisor engagements at PE-backed companies pursuing restructuring or liquidity events). Supporting modules under Portfolio Services cover LP-side analytics, GP-side competitive analysis and placement support, and operational system and fund administrator searches.

The firm operates with no proprietary technology platform; delivery is human-led by a small core team and senior consultants with collectively 100+ years of alternative investments experience. Advisory services are offered through a partnership with Campton Private Equity Advisors (a CA Registered Investment Advisor founded by Senior Consultant Allen Latta), and securities offerings are channeled through GT Securities, Inc. (FINRA/SIPC), with Lightpath Capital providing DST and 1031 exchange product distribution. Founder Gerry Flintoft previously directed alternative investments at PineBridge Investments and managed an $8 billion PE portfolio at LACERA, and served on the ILPA Board of Directors for six years.

TFG's revenue model is professional services: advisory retainers for LP and OCIO engagements, and success fees or retainers tied to placement agent and capital raising mandates. The firm is privately held, structured as an LLC, with no disclosed funding, ownership investors, or revenue figures. Customer concentration is implied to be moderate given the boutique scale and reliance on institutional relationship-driven mandates across family offices, institutional LPs, GPs, and PE-backed portfolio companies.

Name

TFG Capital Partners

Legal name

TFG Capital Partners LLC

Website

https://tfgcapitalpartners.com

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

11–50 employees

Short description

TFG Capital Partners is a Pacific Palisades-based private markets consulting firm providing outsourced CIO advisory, placement agent capital raising, and board/director services to family offices, institutional LPs, GPs, and PE-backed companies.

Ownership category

akta.pro rank

Product category

Private Markets Consulting

NAICS

Miscellaneous Intermediation (523910), Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)

SIC

Security Brokers, Dealers & Flotation Companies (6211), Investment Advice (6282), Services-Management Consulting Services (8742)

akta.pro primary industry

Institutional Capital Introduction (LP/Family Office/Endowment Matching) (FSAEALAI)

akta.pro secondary industries

Corporate Finance & Capital Advisory (BPAHADAB), Institutional Consultants & Fiduciary Management (Investment Consulting) (FSAAAGAJ)

Keywords

• Private markets consulting
• Alternative investment advisory
• Placement agent services
• Private equity advisory
• Outsourced CIO services

Headquarters

HQ city

Santa Monica

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Revenue model

1. Alternative Investment Advisory Fees: TFG acts as an outsourced chief investment officer for alternative investments, providing advisory services to family offices, institutional LPs, private companies, and OCIO partners. Revenue is generated through consulting/advisory fees.
2. Placement Agent / Capital Raising Services: Placement agent services for GPs including market assessment, marketing material preparation, investor introductions, and fundraising process management. Revenue generated through success fees or retainers associated with capital raising.
3. Private Equity Asset Management Advisory: Advisory services including board member roles, senior advisor positions, and director assignments for portfolio companies. Revenue through advisory retainers.
4. Portfolio Services Fees: Services for LPs (investment policy, portfolio design, manager searches) and GPs (analytics, competitive analysis, repositioning, placement agent services). Also includes system/back office searches for PE systems and fund administrators.

Go-to-market motion2 records

Distribution channels3 records

Marketing channels4 records

Core offering

TFG Capital Partners is a private markets consulting firm that advises General Partners and Limited Partners on alternative investments. The firm acts as an outsourced chief investment officer for alternative investments, provides capital raising and placement agent services for emerging PE platforms and GPs, and takes board/advisory roles at PE-backed companies on behalf of GPs and LPs. Services are delivered through senior consultants with deep LP-GP networks, supported by portfolio services covering investment policy, manager searches, and analytics.

Product overview

TFG Capital Partners is a private markets consulting firm offering a unified platform of advisory services for the alternative investment ecosystem. The core offerings include Alternative Investment Advisory (outsourced CIO services), Capital Markets Services (placement agent and fundraising advisory), and Private Equity Asset Management (board and strategic advisory). Supporting these core services are Portfolio Services modules covering Limited Partner Services (investment policy, portfolio construction, manager searches, analytics), General Partner Services (competitive analysis, product positioning, fundraising), and Systems/Back Office support (system and administrator searches).

Differentiator

Problem solved

Functional benefit

Products and services

• Alternative Investment Advisory TFG acts as an outsourced chief investment officer for alternative investments, providing investment policy, strategic planning, portfolio design and construction, due diligence, manager searches, and advanced analytics to family offices, institutional Limited Partners, private companies, and OCIO/private equity channel partners.
• Capital Markets Services Strategic advisory and capital raising services for emerging private equity platforms, Independent Sponsors, General Partners and their funds, emerging growth and small to mid-market companies, and private secondary transactions, including placement agent engagements, market assessment, marketing material preparation, and LP introductions.
• Private Equity Asset Management Advisory and board services for Limited Partners and General Partners on direct private company investments, including serving as activist board member, senior advisor, or director in charge of specific activities at PE-backed companies pursuing value-creating or preserving strategies toward a restructuring or liquidity event.
• Portfolio Services Coordinated portfolio services covering Limited Partner services (investment policy and strategic planning, portfolio design and construction, manager searches, and advanced analytics), General Partner services (competitive analysis, product positioning, placement agent / capital fundraising), and Systems/Back Office searches (PE system and fund administrator searches) for operational support.

Quantifiable outcome

• $1.1 million Series A capital raised for Secured Communications
• +3 more outcomes

Named customers4 records

Segments6 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered core and minor.

• Campton Private Equity AdvisorscoreStrategic or Co-development PartnerTFG has a partnership with Campton Private Equity Advisors to provide alternative investment advisory services. Campton advises family offices and high-net-worth individuals on venture capital, growth equity, buyout, and private credit strategies. Allen Latta is founder and Managing Director of Campton. TFG Capital Partners LLC and Campton Private Equity Advisors are separate and unaffiliated entities. Advisory services are offered through Campton Private Equity Advisors, a CA Registered Investment Advisor.
• GT Securities, Inc.coreChannel Partner/ Reseller/ DistributorSecurities are offered through GT Securities, Inc., a FINRA/SIPC member broker-dealer. TFG Capital Partners LLC and GT Securities, Inc. are separate and unaffiliated entities. Registered office at 12139 Millennium Drive, Suite 300, Los Angeles, CA 90094.
• Lightpath CapitalminorChannel Partner/ Reseller/ DistributorDST & 1031 DST Exchanges are sold through Lightpath Capital. TFG Capital Partners, Campton Private Equity Advisors, and Lightpath Capital are separate and unaffiliated entities.

Scale indicators3 records

Recent moves1 record

Expansion highlights5 records

Market position

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/tfg-capital-partners-llc

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about TFG Capital Partners