TAG Capital Partners

Broker-DealerFINRA MemberEst. 2023
Total AUM
Advisory reps
15
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
318850
Registered since
January 24, 2023

Firm profile

FINTRX

Overview

TAG Capital Partners is organized as a limited liability company and is classified as an investment bank. The firm registered with the SEC in 2023. Ownership is listed as a combination of a domestic entity and an individual. Public disclosures from the firm are sparse: they have not provided detail on their specific business lines, advisory services, fee schedules, or broader affiliations. Regulatory and operational flags in available records indicate TAG is not positioned as a capital allocator and does not identify as an active ESG investor. The firm is not reported to operate as a multi-state adviser, is not described as a pension consultant, and is not listed as a related adviser to another registered firm.

Assets & Accounts

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

Owners & executives

1 of 1
  • Christopher Mates

    Christopher Mates

    Chief Compliance OfficerCRD 1578766

Contacts

3 of 14
  • Patrick Preece

    Patrick Preece

    PresidentCRD 2750126

  • Jeffrey Zinn

    Jeffrey Zinn

    Managing PartnerCRD 2652393

  • Kevin Sarsany

    Managing DirectorCRD 1879694

Unlock 11 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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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
275 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth