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| Happy Holidays!! thanks for using AUM13F!! |
| Taconic Advisors Inc
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|---|---|
| CRD # | 123961 |
| SEC # | 801-125808 |
| CIK # | |
| AUM | $206.9 M (2025-02-21) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 845-486-5039 |
| Address | 382 Main Street Saugerties, NY 12477 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 21 | 11.2 |
| (b) Individuals (high net worth individuals) | 110 | 195.7 |
| (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 | 549 | 206.9 |
| By Discretionary | ||
| Discretionary | 549 | 206.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 549 | 206.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 206.9 | |
| Total | 549 | 206.9 |
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|---|---|---|
|
Prosperity Advisory Group LLC
✚
|
NY | 0.2 |
|
1858 Wealth Management LLC
✚
|
OH | 0.2 |
|
Global Trust Wealth Management LLC
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|
FL | 0.2 |
|
Selkirk Wealth Advisors LLC
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|
The Herbst Group LLC
✚
|
0.2 | |
|
The Capital Group Fiduciary Advisors LLC
✚
|
0.2 | |
|
Alapocas Investment Partners Inc
✚
|
MA | 0.2 |
|
Park State Asset Management LLC
✚
|
MA | 0.2 |
|
Spectrum Financial Resources LLC
✚
|
MI | 0.2 |
|
Millennium Capital Advisors LLC
✚
|
AR | 0.2 |