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 multi-strategy investment manager organized as a limited partnership and registered with the SEC since 2006. The firm serves institutional clients and runs pooled investment vehicles, acting as portfolio manager for those vehicles as well as for businesses and institutions. Its operating model includes commodity pool operator/commodity trading adviser (CPO/CTA) activities and sponsorship or GP roles for pooled funds. Compensation mixes percentage-of-AUM and performance-based fees alongside other fee arrangements. Taconic identifies as an active ESG investor and is structured as a domestic entity with individual ownership elements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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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

    Flaurine St Louis

    Chief Compliance OfficerCRD 5027430

  • Frank Brosens

    Frank Brosens

    Co-Founder, Principal & Co-CIOCRD 730150

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Contacts

3 of 3
  • Peyton Mcnutt

    Peyton Mcnutt

    Principal and General CounselCRD 5241237

  • Jon Jachman

    Jon Jachman

    Principal & Portfolio ManagerCRD 3072146

  • Margaret Jones

    Principal and Portfolio ManagerCRD 4231262

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth