Tabor Asset Management, LP

RIASEC RegisteredEst. 2019
Total AUM
$577M
Discretionary
$577M
100% of AUM
Avg account
$72.1M
Accounts
8
Employees
6
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
304666
Registered since
August 14, 2019
Custodians
BOFA SECURITIES, INC., JEFFERIES LLC, UBS FINANCIAL SERVICES INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Corporations / Businesses79.29%
  • Pooled Investment Vehicles20.71%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Tabor Asset Management, LP is a limited partnership operating as a hedge fund manager that primarily serves institutional clients. The firm is SEC-registered (since 2019) and functions as a CPO/CTA and sponsor or managing member of pooled investment vehicles. Its advisory work centers on portfolio management for pooled vehicles and for businesses or institutions. Compensation includes both a percentage-of-assets fee and performance-based fees. The firm does not present itself as an ESG investor and is not structured as a multi-state adviser or capital allocator to other managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Asset composition

Asset composition: Exchange Traded Equities 54%, Cash & Cash Equivalents 45%54%
  • Exchange Traded Equities54%
  • Cash & Cash Equivalents45%

Owners & executives

1 of 1
  • Tal Askenazi

    Chief Compliance Officer And Chief Financial OfficerCRD 6161387

Contacts

2 of 2
  • Jonathan Jacoby

    Jonathan Jacoby

    Managing PartnerCRD 3074388

  • Ankur Jain

    Ankur Jain

    PresidentCRD 4443272

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, 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
New York
Address
52 Vanderbilt Ave
Time zone
ET (UTC-5)
Office locations

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