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 that registered with the SEC in 2019 and is structured as a hedge fund manager serving institutional clients. The firm charges a combination of percentage-of-AUM and performance-based fees and performs portfolio management for pooled investment vehicles and for businesses or institutions. It is active as a sponsor/GP/managing member of pooled vehicles and is also identified as a CPO/CTA, indicating involvement with commodity pool or managed‑futures-type activity alongside its equity work. The firm is not flagged as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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

    Managing PartnerCRD 3074388

  • 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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth