Data / Investment advisers / New York / Tag Associates LLC
Tag Associates LLC, New York, NY: $7.1 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Tag Associates LLC is an SEC registered investment adviser with its main office in New York, New York and reports $7.1 billion in regulatory assets under management in its Form ADV filed June 26, 2026. Its clients include high net worth individuals, pooled investment vehicles and pension and profit sharing plans. It is paid through a percentage of assets under management, fixed fees and performance based fees. It advises 10 private funds.
The request: Watch Tag Associates LLC (CRD number 116959): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 116959
- SEC file number
- 801-60908
- SEC status
- Approved, effective January 1, 2002
- Main office
- 810 Seventh Avenue 7th Floor, New York, NY 10019
- Phone
- (212) 275-1500
- Regulatory AUM
- $7,067,528,406 in the Form ADV filed June 26, 2026
- Discretionary AUM
- $319,062,567
- Non discretionary AUM
- $6,748,465,839
- Accounts
- 1,366
- Employees
- 71, of which 23 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, performance based fees
- Private funds
- 10: 5 private equity funds, 4 hedge funds, 1 other private fund
- Gross assets of private funds
- $316,447,922
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 26, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 80 | $6.86 billion |
| Pooled investment vehicles | 10 | $202.5 million |
| Pension and profit sharing plans | Fewer than 5 | $8.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $7.07 billion | March 31, 2026 |
| December 1, 2025 | $7.14 billion | September 17, 2025 |
Other advisers in New York
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Flexstone Partners, LLC | New York | $7.20 billion | 42 | adviserinfo.sec.gov |
| BDT & MSD BDC Management, LLC | New York | $7.18 billion | Not listed | adviserinfo.sec.gov |
| Sachem Head Capital Management LP | New York | $7.16 billion | 3 | adviserinfo.sec.gov |
| Brown Brothers Harriman Mutual Fund Advisory Department | New York | $7.15 billion | Not listed | adviserinfo.sec.gov |
| Crestview Partners | New York | $7.08 billion | 31 | adviserinfo.sec.gov |
| John W. Bristol & Co., Inc. | New York | $7.07 billion | 1 | adviserinfo.sec.gov |
| Argo Infrastructure Partners LP | New York | $7.07 billion | 14 | adviserinfo.sec.gov |
| GLG LLC | New York | $7.04 billion | 4 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New York, NY
- Investment advisers in New York
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Tag Associates LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.