TAG CAPITAL PARTNERS

Broker-DealerFINRA MemberEst. 2023
Total AUM
Advisory reps
16
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
318850
Registered since
January 24, 2023

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Evan Brown

    Chief Compliance OfficerCRD 6563464

Contacts

3 of 15
  • PATRICK PREECE

    PresidentCRD 2750126

  • JEFFREY ZINN

    Managing PartnerCRD 2652393

  • Kevin Sarsany

    Managing DirectorCRD 1879694

Unlock 12 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth