Adviser Profile
| As of Date | 03/25/2019 |
| Registration status | Registration Changed to TAM CAPITAL MANAGEMENT INC |
| ADV Location | STAMFORD, CT, United States |
| AUM* | 80,565,718 |
| of that, discretionary | 80,565,718 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,714,164 |
| % High Net Worth | 100.00% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
126M
108M
90M
72M
54M
36M
18M
2016
2017
2018
2019
Private Funds
No private funds
Employees
Top Holdings
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck TickerM22465104 | Stock NameCHECK POINT SOFTWARE TECH LT | $ Position$82,349,307 | % Position35.00% | $ Change | # Change |
| Stck Ticker125523900 | Stock NameTHE CIGNA GROUP | $ Position$83,668,880 | % Position35.00% | $ Change-19.00% | # Change-22.00% |
| Stck TickerM22465904 | Stock NameCHECK POINT SOFTWARE TECH LT | $ Position$21,028,800 | % Position9.00% | $ Change | # Change |
| Stck Ticker79466L902 | Stock NameSALESFORCE INC | $ Position$14,099,400 | % Position6.00% | $ Change | # Change |
| Stck Ticker78462F953 | Stock NameSPDR S&P 500 ETF TR | $ Position$15,010,077 | % Position6.00% | $ Change15.00% | # Change0.00% |
| Stck Ticker125523100 | Stock NameTHE CIGNA GROUP | $ Position$7,798,987 | % Position3.00% | $ Change-69.00% | # Change-70.00% |
| Stck Ticker337738108 | Stock NameFISERV INC | $ Position$4,061,781 | % Position2.00% | $ Change-12.00% | # Change0.00% |
| Stck Ticker79466L302 | Stock NameSALESFORCE INC | $ Position$5,030,352 | % Position2.00% | $ Change-88.00% | # Change-85.00% |
| Stck Ticker337738908 | Stock NameFISERV INC | $ Position$3,502,170 | % Position1.00% | $ Change-12.00% | # Change0.00% |