TAC PARTNERS, INC.

CRD 158249 · SEC 801-74345

53 STATE STREET, SUITE 2602, BOSTON, MA, 02109-3208, United States

Phone

(617) 345-7200

Fax

(617) 345-7201

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$983.4M

Discretionary AUM

$983.4M

Team

18 total employees; 13 advisory reps

Clients

—

Fees

Percentage of AUM; Performance-based fees

Org form

Corporation

Filing date

2026-04-29

Disciplinary history

Services

Portfolio management (pooled vehicles)

Type	Clients	AUM
Pooled investment vehicles	6	$983.4M

MA, FL

Official SEC filing: View on IAPD