9AT: TAM CAPITAL MANAGEMENT INC

TAM CAPITAL MANAGEMENT INC

TAM CAPITAL MANAGEMENT INC

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Adviser Profile

As of Date	04/07/2026
Registration	SEC, Approved, 04/15/2022
Other registrations (3)	Connecticut, Terminated, 04/15/2022 Connecticut, Approved, 08/06/2019 New York, Terminated, 12/22/2011
Former registrations	TAM CAPITAL MANAGEMENT INC
Contact Info	917 xxxxxxx
Websites

AUM^*	111,712,704 -15%
of that, discretionary	111,712,704 -15%
Number of Employees	1
of those in investment advisory functions	1
Private Fund GAV^*	0
Avg Account Size	4,137,508 -28%
% High Net Worth	58.33% -1%
SMA’s	No
Private Funds	0

Adviser Type

- Large advisory firm

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

132M 113M 94M 75M 57M 38M 19M

2022 2023 2024 2025 2026

Discretionary

Non-discretionary

Private Funds

No private funds

Employees

Top Holdings

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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%

Brochure Summary

Overview

A. Description of the Advisory Firm This firm has been in business since December 15, 2010, and the principal owner is Tsemach Aaron Mishal. B. Types of Advisory Services TAM Capital Management Inc. (hereinafter “TAM”) offers the following services to advisory clients: Investment Supervisory Services TAM only advises Qualified Clients. TAM pursues aggressive investment strategies that include, but are not limited to, utilizing significant leverage, buying and selling options and other derivative instruments and applying other risky option and trading strategies. All clients of TAM will be advised only on these strategies. Before entering into a relationship with clients, TAM always ensures the suitability and appropriateness of its strategies for each of its clients and explains the risk of loss involved in using those strategies. TAM will request discretionary authority from clients in order to select securities and execute transactions without permission from the client prior to each transaction. Services Limited to Specific Types of Investments

TAM limits its money management primarily to equities, ETFs, options and other derivative instruments. TAM may use other securities as well on an opportunistic basis. C. Client Tailored Services and Client Imposed Restrictions TAM offers the same suite of services to all of its clients. Before entering into a relationship with clients, TAM always ensures the suitability and appropriateness of its strategies for each of its clients and explains the risk of loss involved in using those strategies. TAM will request discretionary authority from clients in order to select securities and execute transactions without permission from the client prior to each transaction. Clients may not impose restrictions in investing in certain securities or types of securities in accordance with their values or beliefs. D. Wrap Fee Programs TAM does not participate in any wrap fee programs. E. Amounts Under Management TAM has the following assets under management: Discretionary Amounts: Non-discretionary Amounts: Date Calculated: $132,117,000 $0 12/31/2023