Taconic Advisors Inc

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Assets, Funds, Holdings

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Taconic Advisors Inc
CRD #123961
SEC #801-125808
CIK #
AUM $179.3 MM (2024-02-20)
Employees 7 (43% Investors, 0% Brokers)
Phone845-486-5039
Address382 Main Street
Saugerties, NY 12477
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
180144108723602009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 14 5.5
(b) Individuals (high net worth individuals) 103 173.8
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 519 179.3
By Discretionary
Discretionary 519 179.3
Non-Discretionary 0 0.0
Total 519 179.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 179.3
Total 519 179.3
Comparable Firms State AUM ($BB)
Ward & Associates
CA 0.2
Hill Country Retirement Solutions LLC
TX 0.2
GHE LLC
TN 0.2
DRH Investments Inc
CA 0.2
Equitycompass Investment Management LLC
MD 0.2
Worth Financial Advisory Group LLC
NC 0.2
Allen Capital Management LLC
WA 0.2
Jennings & Associates Financial Advisors LLC
KY 0.2
Heritage Financial Counselors LLC
NJ 0.2
Cap Partners LLC
TN 0.2
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