A complete list of active advisors currently associated with TAG Associates LLC

Warmer can help you find a great advisor at TAG Associates LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at TAG Associates LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
John Pantowich	New York, NY	14

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