Tappalpha

Overview

Tappalpha is a corporation organized as an institutional registered investment adviser that entered SEC registration in 2023. The firm is owned by an individual and reports an institutional client focus while also providing portfolio management services to individuals, small businesses and to investment companies. Its fee schedule includes a percentage-of-AUM component plus other fee arrangements. The firm does not identify itself as an active ESG investor, is not a multi-state adviser, and does not serve as a pension consultant or related adviser to other firms. Tappalpha is not described as a capital allocator, which aligns with its emphasis on discretionary portfolio management rather than wholesale deployments of capital to external managers.

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Location & Offices