TAP ROOT CAPITAL MANAGEMENT LP

RIASEC RegisteredEst. 2025
Total AUM
$297M
Discretionary
$297M
100% of AUM
Avg account
$99.1M
Accounts
3
Employees
8
Advisory reps
2

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

FINTRX

Overview

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

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
  • ERIC ZOLLER

    Chief Executive OfficerCRD 4795542

Contacts

1 of 1
  • Ronald Swicegood

    Financial Operations PrincipalCRD 6926780

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth