TAG Capital Partners

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
14
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 in the data as an investment bank. Ownership is a mix of a domestic entity and an individual. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. Publicly available dataset entries for TAG Capital Partners do not include detail on its client segments, fee schedules, specific advisory services, or typical investment strategies. The firm is also not listed as a multi-state adviser, nor as a newly formed adviser, and there are no stated pension consulting or related-adviser designations in the record.

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 13
  • Warren May

    Warren May

    Senior AdvisorCRD 841460

  • Steven Nigro

    Steven Nigro

    Managing PartnerCRD 1384876

  • Kevin Sarsany

    Managing DirectorCRD 1879694

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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