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| Keyboard |
| Taconic Advisors Inc
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|---|---|
| CRD # | 123961 |
| SEC # | 801-125808 |
| CIK # | |
| AUM | 246.3 M (2026-03-02) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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) | 26 | 15.5 |
| (b) Individuals (high net worth individuals) | 107 | 230.8 |
| (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 | 598 | 246.3 |
| By Discretionary | ||
| Discretionary | 598 | 246.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 598 | 246.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 246.3 | |
| Total | 598 | 246.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 7 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Lighthouse Wealth Management LLC
✚
|
PA | 246.8 M |
|
Value Investment Professionals LLC
✚
|
NY | 246.7 M |
|
Julex Capital Management LLC
✚
|
MA | 246.7 M |
|
McKinney Capital Management LLC
✚
|
TX | 246.1 M |
|
The Professional Financial Company LLC
✚
|
UT | 246.1 M |
|
Des Moines Investments LLC
✚
|
IA | 246.0 M |
|
Hall Retirement Planning Services LLC
✚
|
TN | 246.0 M |
|
Pinnacle West Asset Management Inc
✚
|
WY | 245.9 M |
|
Toro West Capital Advisors LLC
✚
|
CO | 245.7 M |
|
Global Wealth Management LLC
✚
|
NJ | 245.7 M |