TAM Capital Management Inc

RIASEC RegisteredEst. 2022
Total AUM
$112M
Discretionary
$112M
100% of AUM
Avg account
$4.1M
Accounts
27
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
155271
Registered since
April 15, 2022
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI82.51%
  • Corporations / Businesses17.13%
  • Individuals0.36%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

TAM Capital Management Inc is a privately owned corporate RIA that registered with the SEC in 2022 and provides portfolio management for both individual/family clients and institutional or business accounts. The firm charges a percentage-of-AUM fee and can also assess performance-based fees, suggesting it may operate strategies where outperformance is a billed objective. Its advisory scope, as reported, centers on portfolio management for individuals, small businesses and institutional clients. TAM Capital Management does not report being an active ESG investor, is not a multi-state adviser, and is not structured as a capital allocator or related-adviser vehicle.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Asset composition

Asset composition: Exchange Traded Equities 100%, Derivatives 1%100%
  • Exchange Traded Equities100%
  • Derivatives1%

Contacts

1 of 1
  • Tsemach Mishal

    Registered RepresentativeCRD 5856634

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth