other names
TAG ASSOCIATES is an organization currently based in New York City, New York, United States.

Adviser Profile

As of Date 03/28/2024
Adviser Type - Large advisory firm
Number of Employees 71 -2.74%
of those in investment advisory functions 24 -4.00%
Registration SEC, Approved, 01/01/2002
AUM* 8,711,236,142 7.93%
of that, discretionary 337,794,015 9.04%
Private Fund GAV* 198,806,035 -37.06%
Avg Account Size 6,209,007 -2.84%
% High Net Worth 89.72% -1.41%
SMA’s Yes
Private Funds 9
Contact Info 212 xxxxxxx
Websites

Client Types

- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans

Advisory Activities

Compensation Arrangments

Reported AUM

Discretionary
Non-discretionary
9B 8B 7B 5B 4B 3B 1B
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count4 GAV$147,167,868
Fund TypePrivate Equity Fund Count4 GAV$43,150,642
Fund TypeOther Private Fund Count1 GAV$8,487,525

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Brochure Summary