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Taconic Advisors Inc
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CRD # | 123961 |
SEC # | 801-125808 |
CIK # | |
AUM | $179.3 MM (2024-02-20) |
Employees | 7 (43% Investors, 0% Brokers) |
Phone | 845-486-5039 |
Address | 382 Main Street Saugerties, NY 12477 |
Source | [IAPD] [Website] [LinkedIn] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 14 | 5.5 |
(b) Individuals (high net worth individuals) | 103 | 173.8 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 519 | 179.3 |
By Discretionary | ||
Discretionary | 519 | 179.3 |
Non-Discretionary | 0 | 0.0 |
Total | 519 | 179.3 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 179.3 | |
Total | 519 | 179.3 |
Comparable Firms | State | AUM ($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 |