TAG CAPITAL PARTNERS
Firm details
- Headquarters
- New York, New York
- CRD number
- 318850
- Registered since
- January 24, 2023
- Website
- www.tag-cap.com
Firm profile
FINTRXOverview
TAG Capital Partners is organized as a limited liability company and appears in SEC records with a 2023 registration. The firm is classified as an investment bank and lists ownership as a mix of a domestic entity and an individual. Available metadata indicates the firm is not positioned as a capital allocator and does not list active ESG investing as part of its profile. It is not flagged as a multi-state adviser, a pension consultant, or a related adviser. Disclosure in the source is sparse: key items such as client types, fee structure, specific advisory activities and business lines are not provided in the available profile.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Evan Brown
Chief Compliance OfficerCRD 6563464
Contacts
3 of 15PATRICK PREECE
PresidentCRD 2750126
JEFFREY ZINN
Managing PartnerCRD 2652393
Kevin Sarsany
Managing DirectorCRD 1879694
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 275 Madison Ave
- Time zone
- ET (UTC-5)
- Office locations
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