Taiko
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 287792
- Registered since
- June 29, 2017
- Website
- www.taikoadvisor.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Other Investment Advisers100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Taiko is a privately owned limited liability company that registered with the SEC in 2017 and operates primarily as a capital allocator for institutional clients. The firm charges fees as a percentage of assets under management and provides portfolio management for individuals/small businesses and for businesses or institutional clients. Taiko also performs selection-of-other-advisers services, indicating it can place client capital with third‑party managers. The firm does not identify itself as an active ESG investor and is not structured as a multi‑state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds60%
- Exchange Traded Equities23%
- Cash & Cash Equivalents6%
- State & Local Bonds5%
- US Government Bonds3%
Contacts
2 of 2
Phillip Kosmala
Managing PartnerCRD 5164417
Joseph Taiber
Managing PartnerCRD 3141513
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 283Active vs passive
$1.2B in ETFs
49%
$559M
37%
$591M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $97.1M | 162,438 | 8.44% |
Location
Chicago, IL
Cook
Location
Chicago, IL
Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 225 W Randolph St
- Time zone
- CT (UTC-6)
- Office locations
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