Tacora Capital Management, LP

RIASEC RegisteredEst. 2021
Total AUM
$1.6B
Discretionary
$1.6B
100% of AUM
Avg account
$324M
Accounts
5
Employees
10
Advisory reps
2

Firm details

Headquarters
,
CRD number
316585
Registered since
October 1, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Tacora Capital Management, LP is a limited partnership that operates as a manager of pooled investment vehicles with a primary institutional client base. The firm is structured to run venture and real estate strategies alongside complementary private markets activity. Tacora charges a blend of percentage-of-AUM and performance-based fees and serves as a sponsor, general partner and managing member for its pooled vehicles rather than acting as a broad capital allocator to outside mandates. Investment focus tilts heavily toward venture capital exposure, supported by a material real estate program and allocations to other private-market strategies. Tacora’s advisory work centers on portfolio management for its funds, and it does not identify itself as an active ESG investor. The firm was registered with the SEC in 2021 and is organized as a domestic entity.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Kurt Wachholz

    Chief Compliance OfficerCRD 5317738

Contacts

1 of 1
  • Keri Anisgarten

    Keri Anisgarten

    ManagerCRD 4819751

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth