TAP ROOT CAPITAL MANAGEMENT LP
Firm details
- Headquarters
- SUMMIT, New Jersey
- CRD number
- 334936
- Registered since
- November 13, 2025
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
TAP Root Capital Management LP is organized as a limited partnership that provides portfolio management for pooled investment vehicles to an institutional client base. The firm registered with the SEC in 2025 and reports a fee model that combines a percentage of assets under management with performance-based fees. It identifies as an active ESG investor, and its ownership structure involves both a domestic entity and an individual. TAP Root’s activities include sponsoring and managing pooled vehicles rather than functioning primarily as a pure capital allocator.
Assets & Accounts
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
Owners & executives
1 of 1ERIC ZOLLER
Chief Executive OfficerCRD 4795542
Contacts
1 of 1Ronald Swicegood
Financial Operations PrincipalCRD 6926780
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SUMMIT, NJ
UNION
Location
SUMMIT, NJ
Headquartered in SUMMIT, 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
- UNION
- Address
- 60 River Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
SUMMIT PLACE FINANCIAL ADVISORS, LLC
RIASUMMIT, NJ
CONCORD MANAGEMENT SERVICES, LLC
RIASUMMIT, NJ
GULFSTREAM CM, LLC
RIASUMMIT, NJ
OM ADVISERS LP
RIASUMMIT, NJ
SOPHRON CAPITAL MANAGEMENT
RIASUMMIT, NJ
TSP CAPITAL MANAGEMENT GROUP, LLC
RIASUMMIT, NJ