TAM Capital Management Inc

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Assets, Funds, Holdings

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TAM Capital Management Inc
CRD #155271
SEC #801-123716
CIK #0001594591
AUM 111.7 M (2026-04-07)
Employees 1 (100% Investors, 0% Brokers)
Fees
Minimum
Phone917-567-3923
Address
Source [IAPD] [EDGAR] [Website] [Twitter]
Total AUM ($M)
14011284562802010201520212027
Fees and Compensation — Form ADV Part 2A (4/7/2026) [Brochure]
Item 5: Fees and Compensation

   A. Fee Schedule

   Investment Supervisory Services Fees

Total Assets Under Management     Annual Fee
All Assets Under                  2.00% + performance fee
Management

These fees are negotiable and the final fee schedule is attached as Exhibit II of the
Investment Advisory Contract. Asset under management fee is paid daily. Performance
based fees are paid quarterly or annually in arrears, and clients may terminate their
contracts with five days’ written notice. Refunds are given on a prorated basis, based on
the number of days remaining in a quarter at the point of termination. Clients may
terminate their contracts without penalty, for full refund, within 5 business days of
signing the advisory contract. Advisory fees are withdrawn directly from the client’s
accounts automatically.
Account Minimums and Types of Clients — Form ADV Part 2A (4/7/2026) [Brochure]
Item 7: Types of Clients

TAM generally provides management supervisory services to the following Types of
Clients:
High-Net-Worth Individuals
Banks and Thrift Institutions
Investment Companies
Pension and Profit Sharing Plans
Trusts, Estates, or Charitable Organizations
Corporations or Business Entities

Minimum Account Size
There is no account minimum.
Sector Form 13F Holdings Value ($M)
Salesforce Com Inc 40.9
Cigna Corp 25.3
Charter Communications Inc /MO/ 13.3
Fiserv Inc 4.6
 
 
 
 
 
 
 
Holdings by Sector ($M)
3002401801206002015201920232027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.4
(b) Individuals (high net worth individuals) 14 92.2
(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 9 19.1
(n) Other 0 0.0
Total 27 111.7
By Discretionary
Discretionary 27 111.7
Non-Discretionary 0 0.0
Total 27 111.7
By Non-United States Persons
Non-United States Persons 4.8
United States Persons 106.9
Total 27 111.7
EDGAR Form CIK 2011 - 2026
13F-HR [0001594591]
Firm Profile (Form ADV)
Discretionary AUM$0.1B
Clients27 (4 non-US)
ServesInstitutional, Retail
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