TAG ASSOCIATES LLC

TAG ASSOCIATES LLC of NEW YORK, NY is an SEC-registered investment adviser (CRD 116959). Regulatory assets under management: $7.1B.

Registration

Business model

Compensation: % of AUM, Fixed, Performance.

Clients served: Individuals, High net worth, Pensions, Charities, Investment cos.

Officers, owners & control persons (16)

NameRoleLocation
L. Neil ShapiroPRESIDENTGREENWICH, CT
Jonathan Michael BergmanPRESIDENT—
Jorge L GonzalezCHIEF COMPLIANCE OFFICER—
Gary Lee FuhrmanCHAIRMAN; CHAIRMAN OF TAG ASSOCIATES & TAG HOLDINGS—
David Eric BasnerCHIEF EXECUTIVE OFFICER; PRESIDENT—
PANTOWICH STANLEY HOWARDCHAIRMAN; CHIEF EXECUTIVE OFFICER & MANAGING DIRECTOR; PRESIDENT & MANAGING DIRECTOR—
FRIEDMAN MARK LEEEXEC. VICE PRES.,MANAGING DIRECTOR, CFO & SECRETARY; MANAGING DIRECTOR, & SECRETARY—
BASNER DAVID ERICCHIEF EXECUTIVE OFFICER; PRESIDENT; PRESIDENT AND CFO—
FUHRMAN GARY LEECHAIRMAN; CHAIRMAN OF TAG ASSOCIATES & TAG HOLDINGS; CHAIRMAN TAG HOLDINGS (+1 more)—
FRIEDMAN BETSY LEXEC. VICE PRES.,MANAGING DIRECTOR, CFO & SECRETARY—
TRANSPORT ROBYN SUEEXEC.VICE PRES.,MANAGING DIRECTOR & TREASURER—
GONZALEZ JORGE LCHIEF COMPLIANCE OFFICER—
BERGMAN JONATHAN MICHAELPRESIDENT—
TRANSPORT ROBYN SEXEC.VICE PRES.,MANAGING DIRECTOR & TREASURER—
PANTOWICH STANLEY HPRESIDENT & MANAGING DIRECTOR—
BARCLAY DIANNE RICHOZMANAGING DIRECTOR & HUMAN RESOURCES—

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