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 is classified as an investment bank. The firm registered with the SEC in 2023. Ownership is listed as a combination of a domestic entity and an individual. Public disclosures from the firm are sparse: they have not provided detail on their specific business lines, advisory services, fee schedules, or broader affiliations. Regulatory and operational flags in available records indicate TAG is not positioned as a capital allocator and does not identify as an active ESG investor. The firm is not reported to operate as a multi-state adviser, is not described as a pension consultant, and is not listed as a related adviser to another registered firm.
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 1
Christopher Mates
Chief Compliance OfficerCRD 1578766
Contacts
3 of 14
Patrick 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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