TAG CAPITAL PARTNERS
Firm details
- Headquarters
- New York, New York
- CRD number
- 318850
- Registered since
- January 24, 2023
- Website
- www.tag-cap.com
Firm profile
FINTRXOverview
TAG Capital Partners is organized as a limited liability company and is recorded in FINTRX as having become SEC-registered in 2023. The snapshot classifies the firm as an investment bank; beyond that label the firm has not disclosed detailed business or advisory activities in the dataset. Ownership is described as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator and is not listed as an active ESG investor. Other status flags in the profile indicate it is not a multi-state adviser, not a pension consultant, and not a related adviser according to the available record. Several typical data fields—client base, fee structure and explicit business lines—were not supplied in the entry.
Assets & Accounts
Location & Offices
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 1Evan Brown
Chief Compliance OfficerCRD 6563464
Contacts
3 of 15PATRICK PREECE
PresidentCRD 2750126
JEFFREY ZINN
Managing PartnerCRD 2652393
Kevin Sarsany
Managing DirectorCRD 1879694
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 275 Madison Ave
- Time zone
- ET (UTC-5)
- Office locations
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