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TAG ASSOCIATES LLC
CRD 116959 · SEC 801-60908
810 SEVENTH AVENUE, 7TH FLOOR, NEW YORK, NY, 10019-5890, United States
Phone
212-275-1500
Fax
212-275-1510
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$7.07B
Discretionary AUM
$319.1M
Team
71 total employees; 23 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 80 | $6.86B |
| Pooled investment vehicles | 10 | $202.5M |
States served
ID, NY, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD