TAG CAPITAL PARTNERS

Broker-DealerFINRA MemberEst. 2023
Total AUM
Advisory reps
16
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 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

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
  • Evan Brown

    Chief Compliance OfficerCRD 6563464

Contacts

3 of 15
  • PATRICK PREECE

    PresidentCRD 2750126

  • JEFFREY ZINN

    Managing PartnerCRD 2652393

  • Kevin Sarsany

    Managing DirectorCRD 1879694

Unlock 12 more contacts

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