Tangent Capital Partners, LLC

Broker-DealerFINRA MemberEst. 2008
Total AUM
Advisory reps
17
Avg account
$0

Firm details

Headquarters
Short Hills, New Jersey
CRD number
146999
Registered since
September 24, 2008

Firm profile

FINTRX

Overview

Tangent Capital Partners, LLC is organized as a limited liability company and is registered with the SEC since 2008. The firm is classified in available records as an investment bank rather than a traditional multi-state registered investment adviser, and ownership is recorded as a combination of a domestic entity and an individual. Publicly available dataset points to a relatively narrow public profile: several standard adviser attributes (multi-state adviser status, pension consulting, related-adviser relationships) are marked negative. The firm has provided minimal public detail about its core business lines, fee arrangements, or advisory activities. There is no disclosure of specialty mandates, target client segments, or an active environmental, social and governance (ESG) investment stance. That limited disclosure constrains visibility into how Tangent positions itself relative to wealth managers, family offices, or capital allocators.

Investments & Alternatives

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

2 of 2
  • Daniel McNULTY

    Founder & CEOCRD 6600545

  • Adrienne Hart

    President and Chief Executive OfficerCRD 1510179

Contacts

3 of 15
  • Jakob Folkesson

    Jakob Folkesson

    DirectorCRD 6170825

  • Laurent Ohana

    Laurent Ohana

    Senior AdvisorCRD 5702431

  • Richard Feldman

    Richard Feldman

    FinOpCRD 2273453

Unlock 12 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Short Hills, NJ

Essex

Location

Short Hills, NJ

Headquartered in Short Hills, NJ, 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
Essex
Address
14 Wyndham Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth