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 alternative investment manager that blends hedge fund, private equity and real estate capabilities. Registered with the SEC since 2006 and organized as a limited partnership, the firm serves primarily institutional clients and operates both pooled investment vehicles and separate-entity portfolio mandates. Taconic performs portfolio management for its own funds and for institutional/business clients, and it functions in sponsor and GP roles for pooled vehicles while also registering CPO/CTA activities. The firm reports being an active ESG investor.

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
  • Flaurine St Louis

    Flaurine St Louis

    Chief Compliance OfficerCRD 5027430

  • Frank Brosens

    Frank Brosens

    Co-Founder, Principal & Co-CIOCRD 730150

  • Thomas Kempner

    Co-Chief Investment OfficerCRD 7839165

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Contacts

3 of 3
  • Jon Jachman

    Jon Jachman

    Principal & Portfolio ManagerCRD 3072146

  • Peyton Mcnutt

    Peyton Mcnutt

    Principal and General CounselCRD 5241237

  • 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
825 3rd Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth