Tangent Capital Partners, LLC

Broker-DealerFINRA MemberEst. 2008
Total AUM
Advisory reps
18
Avg account
$0

Firm details

Headquarters
Short Hills, New Jersey
CRD number
146999
Registered since
September 24, 2008

Firm profile

FINTRX

Overview

Tangent Capital Partners, LLC is organized as a limited liability company and has been SEC-registered since 2008. FINTRX classifies the firm as an investment bank rather than a traditional registered investment adviser or capital allocator. The data flags the firm as neither an active ESG investor nor a multi-state adviser; it is also not listed as a pension consultant or a related adviser. Ownership is recorded as a mix of a domestic entity and an individual. The firm provided little description of its day-to-day advisory activities or business lines in the dataset. That classification and the absence of reported advisory metrics suggest Tangent Capital Partners operates more on the investment banking side of financial services than as a discretionary wealth manager.

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

2 of 2
  • Daniel McNULTY

    Founder & CEOCRD 6600545

  • Adrienne Hart

    President and Chief Executive OfficerCRD 1510179

Contacts

3 of 16
  • Jakob Folkesson

    Jakob Folkesson

    DirectorCRD 6170825

  • Laurent Ohana

    Senior AdvisorCRD 5702431

  • Richard Feldman

    Richard Feldman

    FinOpCRD 2273453

Unlock 13 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Short Hills, NJ

Essex

Location

Short Hills, NJ

Headquartered in Short Hills, NJ, 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
Essex
Address
14 Wyndham Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth