TAC PARTNERS, INC.
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 158249
- Registered since
- March 30, 2012
- Website
- mcpartners.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
TAC Partners, Inc. is a privately owned corporate adviser that operates as a private equity fund manager and sponsor. The firm is SEC-registered (since 2012) and serves institutional clients, providing portfolio management for pooled investment vehicles and acting as sponsor, general partner, and managing member of those vehicles. Its fee model combines a percentage-of-AUM charge with performance-based fees. TAC Partners identifies as an active ESG investor and appears to integrate that stance into its investment program.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1EDWARD KEEFE
CFO and Chief Compliance OfficerCRD 5934446
Contacts
2 of 2BRIAN CLARK
Managing PartnerCRD 4016648
GILLIS CASHMAN
Managing PartnerCRD 2773640
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BOSTON, MA
SUFFOLK
Location
BOSTON, MA
Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- SUFFOLK
- Address
- 53 State St
- Time zone
- ET (UTC-5)
- Office locations
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