Tam Capital Management Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$92,580,479
Clients
14
Advisors
1
of 1 employees
About
The firm provides discretionary investment supervisory services to qualified clients, advising high-net-worth individuals as well as corporations, pension plans, trusts and other institutional entities. It concentrates portfolio management on equities, ETFs, options and other derivative instruments and does not participate in wrap fee programs.
The firm follows an aggressive trading approach that routinely employs leverage, margin, short sales and options strategies and discloses the use of borrowing and derivatives within separately managed accounts. It requests discretionary authority to execute trades, emphasizes suitability for each client before engagement, and explains the material risks of its strategies.
Distinctive features include the use of performance-based compensation alongside asset-based fees and the acceptance of corporate and institutional clients—arrangements that are less common among firms of this type. The firm manages all client assets in-house, requires clients to use its designated custodian, and reports relatively concentrated assets under management across a small client base.
Client services
Expertise
Occupation focus
Fee options
All Assets Under Management+: 2.00% annually
25% of net profits, payable quarterly or annually in arrears
Main office
Stamford CT
Advisors at this office
1
Most active in
Connecticut
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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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