TAM Capital Management Inc
Firm details
- Headquarters
- ,
- CRD number
- 155271
- Registered since
- April 15, 2022
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI82.51%
- Corporations / Businesses17.13%
- Individuals0.36%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
TAM Capital Management Inc. is an independent, SEC-registered registered investment adviser organized as a corporation and owned by an individual. The firm registered with the SEC in 2022 and serves both individual/family clients and institutional clients. Its advisory work focuses on discretionary portfolio management for individuals, small businesses and for business or institutional clients. Fees are charged as a percentage of assets under management and the firm also employs performance-based fee arrangements. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
- Derivatives1%
Contacts
1 of 1Tsemach Mishal
Registered RepresentativeCRD 5856634
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Symphony Wealth Management
RIASetarcos Wealth Advisors LLC
RIAPhiladelphia, PA
PMD Advisory
RIAHoover, AL
Sullivan Investment Management LLC
RIAWisconsin Rapids, WI
Princeton Investment Management Company
RIAOrchard Capital Management, LLC
RIAChicago, IL