Tag Associates Florida LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
Tag Associates Florida LLC
CRD #325292
SEC #801-127597
CIK #
AUM 35.5 M (2026-06-26)
Employees 71 (32% Investors, 0% Brokers)
Fees
Minimum
Phone212-275-1500
Address810 Seventh Avenue, 7th Floor
New York, NY 10019
Source [IAPD] [Website] [LinkedIn]
Total AUM ($M)
40322416802010201520212027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 35.5
(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 17 35.5
By Discretionary
Discretionary 0 0.0
Non-Discretionary 17 35.5
Total 17 35.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 35.5
Total 17 35.5
Firm Profile (Form ADV)
ServesInstitutional, Retail
Comparable Firms State AUM
Select Investment Solutions LLC
DC 37.1 M
Dark Horse Wealth LLC
NY 36.6 M
Kaiser Wealth Management
36.6 M
Stone Ridge Advisors LLC
36.3 M
Palm Springs Advisory LLC
35.5 M
Supreme Alliance LLC
35.3 M
Trust Investment Advisors Wealth Management LLC
IN 34.4 M
GKFO LLC
PA 33.6 M
GAM24 LLC
33.5 M
Mittleman Value Partners LLC
33.4 M
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com