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TSG Consumer Partners LP

Private Equity

TSG Consumer Partners LP is a Private Equity based in Larkspur, CA led by Charles Howard Esserman, reporting $14.1B in AUM as of Q3 2025 with 100% Consumer Cyclical concentration, with only 1 position, and 100% allocation to BROS.

CEOCharles Howard Esserman
Portfolio Value
$119.3M
Positions
1
Top Holding
BROS at 100%
Last Reported
Q3 2025
Address1100 Larkspur Landing Circle, Suite 360, Larkspur, CA, 94939, United States

Top Holdings

Largest long holdings in TSG Consumer Partners LP's portfolio (100% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
Restaurants
Consumer Cyclical
$119.3M
100.00%
-$3.5M
Sold
1.80%
2.3M shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in TSG Consumer Partners LP's latest filing

See all changes
Market Value
$119.3M
Prior: $160.5M
Q/Q Change
-25.65%
-$41.2M
Net Flows % of MV
-2.96%
Turnover Ratio
1.48%
New Purchases
0 stocks
-
Added To
0 stocks
+-
Sold Out Of
0 stocks
-
Reduced Holdings
1 stocks
-$3.5M

Increased Positions

PositionShares Δ
No increased positions

Decreased Positions

PositionShares Δ
-2.88%

Analytics

Portfolio insights and performance metrics for TSG Consumer Partners LP

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Sector Allocation

Consumer Cyclical: 100.00%Consumer Cyclical
Consumer Cyclical
100.00%

Market Cap Distribution

Mid Cap ($2B - $10B): 100.00%Mid Cap ($2B - $10B)
Mid Cap ($2B - $10B)
100.00%

Portfolio Concentration

Top 10 Holdings %
100.0%
Top 20 Holdings %
100.0%
Top 50 Holdings %
100.0%
Top 100 Holdings %
100.0%

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