# TACONIC ADVISORS INC.

TACONIC ADVISORS INC. of SAUGERTIES, NY is an SEC-registered investment adviser.

## Registration

- CRD: 123961
- Type: SEC-registered investment adviser
- SEC file number: 801-125808
- Location: 382 MAIN STREET, SAUGERTIES, NY, 12477
- Phone: 845-486-5039
- Latest filing: 2026-07-09
- Regulatory AUM: $246.3M
- Discretionary AUM: $246.3M
- Clients: 5
- Accounts: 598

## Business model

- Compensation: Fixed
- Clients served: Individuals, High net worth, Charities, Other

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Meredith Wilson Briggs | PRESIDENT/TREASURER | — |
| John Alexander Kelly | VICE PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER | — |
| SIMON CHARLES MELVILLE | VICE PRESIDENT/TREASURER | — |
| BRIGGS MEREDITH WILSON | PRESIDENT/SECRETARY; PRESIDENT/TREASURER | — |
| KELLY JOHN ALEXANDER | CHIEF COMPLIANCE OFFICER; VICE PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/123961/brochure
- Similar advisers: https://search.stillhousedata.com/firm/123961/similar
- Related entities: https://search.stillhousedata.com/firm/123961/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/123961

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.