TAG ASSOCIATES LLC of NEW YORK, NY is an SEC-registered investment adviser (CRD 116959). Regulatory assets under management: $7.1B.
Compensation: % of AUM, Fixed, Performance.
Clients served: Individuals, High net worth, Pensions, Charities, Investment cos.
| Name | Role | Location |
|---|---|---|
| L. Neil Shapiro | PRESIDENT | GREENWICH, CT |
| Jonathan Michael Bergman | PRESIDENT | — |
| Jorge L Gonzalez | CHIEF COMPLIANCE OFFICER | — |
| Gary Lee Fuhrman | CHAIRMAN; CHAIRMAN OF TAG ASSOCIATES & TAG HOLDINGS | — |
| David Eric Basner | CHIEF EXECUTIVE OFFICER; PRESIDENT | — |
| PANTOWICH STANLEY HOWARD | CHAIRMAN; CHIEF EXECUTIVE OFFICER & MANAGING DIRECTOR; PRESIDENT & MANAGING DIRECTOR | — |
| FRIEDMAN MARK LEE | EXEC. VICE PRES.,MANAGING DIRECTOR, CFO & SECRETARY; MANAGING DIRECTOR, & SECRETARY | — |
| BASNER DAVID ERIC | CHIEF EXECUTIVE OFFICER; PRESIDENT; PRESIDENT AND CFO | — |
| FUHRMAN GARY LEE | CHAIRMAN; CHAIRMAN OF TAG ASSOCIATES & TAG HOLDINGS; CHAIRMAN TAG HOLDINGS (+1 more) | — |
| FRIEDMAN BETSY L | EXEC. VICE PRES.,MANAGING DIRECTOR, CFO & SECRETARY | — |
| TRANSPORT ROBYN SUE | EXEC.VICE PRES.,MANAGING DIRECTOR & TREASURER | — |
| GONZALEZ JORGE L | CHIEF COMPLIANCE OFFICER | — |
| BERGMAN JONATHAN MICHAEL | PRESIDENT | — |
| TRANSPORT ROBYN S | EXEC.VICE PRES.,MANAGING DIRECTOR & TREASURER | — |
| PANTOWICH STANLEY H | PRESIDENT & MANAGING DIRECTOR | — |
| BARCLAY DIANNE RICHOZ | MANAGING DIRECTOR & HUMAN RESOURCES | — |
Hedge Fund: 4 · Private Equity Fund: 5 · Other Private Fund: 1
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| TAG MASTER RELATIVE VALUE FUND LLC | Hedge Fund | Delaware | 2 | $114.0M | $5.0M |
| TAG RELATIVE VALUE ONSHORE FUND, LP | Hedge Fund | Delaware | 43 | $76.8M | $50K |
| TAG RELATIVE VALUE OFFSHORE FUND, LTD. | Hedge Fund | Cayman Islands | 33 | $37.1M | $50K |
| TAG DIVERSIFIED STRATEGIES FUND, LP | Hedge Fund | Delaware | 25 | $34.4M | $10K |
| TAG BLOCKCHAIN OPPORTUNITIES FUND SERIES OF TAG SERIES FUND, LLC | Private Equity Fund | Delaware | 66 | $22.1M | $50K |
| TAG DISLOCATION & RECOVERY FUND SERIES OF TAG SERIES FUND, LLC | Private Equity Fund | Delaware | 83 | $12.9M | $50K |
| TAG CREDIT OPPORTUNITIES FUND SERIES OF TAG SERIES FUND, LLC | Private Equity Fund | Delaware | 32 | $6.6M | $30K |
| TAG DISTRESSED DEBT FUND II, LLC | Private Equity Fund | Delaware | 47 | $5.1M | $25K |
| TAG YIELD OPPORTUNITIES FUND, LLC | Other Private Fund | Delaware | 53 | $4.7M | $25K |
| TAG DISTRESSED DEBT FUND III, LLC | Private Equity Fund | Delaware | 56 | $2.7M | $25K |
| City | State | Employees | Phone |
|---|---|---|---|
| KETCHUM | ID | 1 | 208 725 0899 |