Overview
Tacora is an investment management firm with its principal place of business located in Austin, Texas.
Tacora, will also be referred to in this brochure as “Adviser,” or the “Firm.” Tacora is a Delaware limited
partnership, formed in July 2021. Tacora’s majority principal owner, directly and indirectly through Tacora
Capital GP, LLC, is Keri Findley. For more information about the Adviser and the principal owners of Tacora,
please review Schedule A and Schedule B of the Form ADV Part 1A.
Tacora provides investment management and other services to affiliated private pooled investment
vehicles (“Fund” or “Partnership”) with respect to investments in portfolio companies and other
investments. Tacora provides investment advice consistent with the investment objectives, guidelines
and restrictions set forth in the applicable governing document and/or private placement memorandum
of the Fund.
Tacora does not serve as the general partner
to its Fund. An affiliate of the Firm serves in that capacity
and rely on Tacora to serve as the investment adviser.
The Investment Advisor, through the Fund, seeks to provide non-dilutive financing solutions, typically
private structured credit investments, to companies facing complex needs not efficiently addressed by
traditional channels. The Fund offers and delivers specialty finance alternatives to early and growth stage
venture backed companies.
The Firm’s advisory services will be provided to each Fund pursuant to the terms of its formation and
offering documents and will be based on the specific investment objectives, strategies or restrictions
described therein. The Adviser does not tailor its advisory services to the individual needs of the investors
in any Fund.
Tacora does not participate in a wrap fee program.
As of December 31, 2023, the Firm has $343,301,154 of discretionary assets under management.