TAG ASSOCIATES FLORIDA LLC

Overview

TAG Associates Florida LLC is a small, fee-based investment adviser that positions itself as a capital allocator for individual and small business clients. The firm’s advisory activity centers on financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. It also acts in sponsor/GP or managing-member roles for pooled investment vehicles, indicating the capability to originate or manage collective investment structures in addition to directing client portfolios. Investment preferences skew toward equities — the firm reports a clear preference for exchange-traded holdings as the primary component of client portfolios — while also incorporating third‑party alternative managers into client allocations. Fee arrangements include both a percentage-of-AUM component and fixed fees. TAG Associates Florida LLC is not identified as an active ESG investor and is not described as a multi-state adviser under its filings.

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Location & Offices