TAG Associates LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$6,856,756,752
Clients
80
Advisors
1
of 71 employees
About
TAG Associates provides multi‑family office and portfolio management services primarily to high‑net‑worth individuals, family‑related entities, trusts, estates, endowments and certain retirement plans. The firm offers comprehensive wealth management — including portfolio management, tax planning, financial management and estate/trust planning — and also advises pooled investment vehicles that accept both client and non‑client investors.
As an overall portfolio manager, TAG develops customized asset allocation and selects third‑party managers and funds, drawing on institutional research platforms and reporting tools to monitor performance and risk. Although it offers discretionary authority in some accounts, the bulk of its multi‑billion‑dollar assets are managed on a non‑discretionary basis, with client approval typically required before implementation of trades.
TAG is registered with the National Futures Association as a commodity trading advisor and commodity pool operator and operates multiple fund‑of‑fund structures (including relative value, distressed debt, yield, blockchain and credit strategies). The firm’s affiliations with its fund general partner/manager entities and other related companies, and its use of performance‑based compensation for non‑client investors in those pooled vehicles, are disclosed conflicts that distinguish its business model from many peers.
Client services
Expertise
Occupation focus
Fee options
Fixed fees may be negotiated for all services as part of Comprehensive Wealth Management retainer.
$0 - $10 million: 1.00% $10 million - $20 million: 0.75% $20 million+: 0.50%
Performance-based fees charged to investors who are not clients of the Adviser in certain TAG Funds; typically 10% incentive fee or carried interest subject to hurdle rates and high-water marks.
Account minimum: $10,000,000 Minimum fee: Minimum fee for Comprehensive Wealth Management services: $150,000 per year. Fee-only: Fees for Comprehensive Wealth Management services may be charged as a fixed fee, negotiated case-by-case.
Main office
810 Seventh Avenue, 7th Floor
New York NY 10019-5890
Advisors at this office
1
Most active in
Connecticut · Florida · Idaho · New York · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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