TAG Associates Florida LLC

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Assets, Funds, Holdings

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TAG Associates Florida LLC
CRD #325292
SEC #801-127597
CIK #
AUM $31.7 M (2025-04-23)
Employees 72 (35% Investors, 0% Brokers)
Phone212-275-1500
Address810 Seventh Avenue, 7th Floor
New York, NY 10019
Source [IAPD] [Website] [LinkedIn]
Total AUM ($M)
40322416802011201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 31.7
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 16 31.7
By Discretionary
Discretionary 0 0.0
Non-Discretionary 16 31.7
Total 16 31.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 31.7
Total 16 31.7
Comparable Firms State AUM ($B)
Agilis Partners LLC
0.0
Guide Wealth Management LLC
0.0
GKFO LLC
PA 0.0
JB Wealth Advisors LLC
VA 0.0
Guggenheim Wealth Solutions LLC
CA 0.0
Mittleman Value Partners LLC
0.0
Apollo Wealth Management LLC
0.0
TAPP Finance Inc
0.0
Select Investment Solutions LLC
DC 0.0
Masterworks Advisers LLC
NY 0.0
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