TACONIC CAPITAL ADVISORS LP

RIASEC RegisteredEst. 2006
Total AUM
$4.9B
Discretionary
$4.9B
100% of AUM
Avg account
$147M
Accounts
33
Employees
47
Advisory reps
7

Firm details

Headquarters
New York, New York
CRD number
137295
Registered since
January 18, 2006
Custodians
BARCLAYS BANK PLC
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles94.58%
  • Other5.42%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Taconic Capital Advisors LP is a limited partnership formed and SEC-registered in 2006 that operates as a multi-strategy alternative manager. The firm is active across hedge fund, private equity and real estate strategies and also carries classifications consistent with a multifaceted fund manager. Its client base is primarily institutional, and it serves as an adviser to pooled vehicles as well as providing portfolio management services to businesses and institutions. Taconic is identified as a CPO/CTA and reports using a mix of percentage-of-AUM and performance-based fee arrangements. The firm describes itself as an active ESG investor and sponsors pooled vehicles in which it may act as GP or managing member.

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 68%, Cash & Cash Equivalents 31%, Derivatives 1%68%
  • Exchange Traded Equities68%
  • Cash & Cash Equivalents31%
  • Derivatives1%

Owners & executives

3 of 4
  • THOMAS KEMPNER

    Co-Chief Investment OfficerCRD 7839165

  • FLAURINE ST LOUIS

    Chief Compliance OfficerCRD 5027430

  • FRANK BROSENS

    Co-Founder, Principal & Co-CIOCRD 730150

Unlock 1 more executives

Contacts

3 of 3
  • PEYTON MCNUTT

    Principal and General CounselCRD 5241237

  • JON JACHMAN

    Principal & Portfolio ManagerCRD 3072146

  • MARGARET JONES

    Principal and Portfolio ManagerCRD 4231262

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
280 Park Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth