Tag Associates LLC
New York, NY·SEC-registered · CRD #116959
Tag Associates LLC is an SEC-registered investment advisory firm in New York, NY managing $7.1B across 2.7k client accounts, with 23 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$7.1B
Client accounts
2.7k
Advisory staff
23
Fee model
Fee-based
How Tag Associates LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Tag Associates LLC
How much does Tag Associates LLC manage?
Per its most recent SEC Form ADV filing (06/26/2026), Tag Associates LLC reports $7.1B in regulatory assets under management across roughly 2.7k client accounts.
How does Tag Associates LLC charge?
Tag Associates LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Tag Associates LLC a fiduciary?
Yes. Tag Associates LLC is registered with the U.S. Securities and Exchange Commission (CRD #116959), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Tag Associates LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Tag Associates LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Tag Associates LLC's public SEC Form ADV filing (CRD #116959, filed 06/26/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Tag Associates LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Tag Associates LLC? Claim this profile.