Tango Capital Management, LLC(Tcm)

RIASEC Registered
Total AUM
$12.5M
Discretionary
$12.5M
100% of AUM
Avg account
$83.1K
Accounts
151
Employees
1
Advisory reps
2

Firm details

Headquarters
,
CRD number
122642
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI63%
  • Individuals37%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Tango Capital Management, LLC is a small, equity-focused advisory firm that manages discretionary portfolios for individuals and small businesses. The firm charges fees as a percentage of assets under management and positions itself as an active ESG investor, which suggests it incorporates environmental, social or governance factors into security selection, manager choices, or ETF overlays. Tango’s investment activity centers on exchange-traded equity exposure delivered through separately managed accounts and pooled vehicles, with a willingness to use third‑party managers where specialized exposure is required. Clients are primarily individual and family households rather than institutional or pension clients, and the business model is owner-operated. Advisory services are concentrated on portfolio management for private clients and small enterprises rather than broad institutional consulting or large capital allocation mandates.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Exchange Traded Equities 80%, Cash & Cash Equivalents 10%, State & Local Bonds 6%, US Government Bonds 4%80%
  • Exchange Traded Equities80%
  • Cash & Cash Equivalents10%
  • State & Local Bonds6%
  • US Government Bonds4%

Contacts

2 of 2
  • Victor Vuskalns

    Victor Vuskalns

    Portfolio ManagerCRD 1946610

  • Joseph Orlandi

    Joseph Orlandi

    Investment Advisor RepresentativeCRD 8231867

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth