TAPROOT MANAGEMENT LP
Firm details
- Headquarters
- New York, New York
- CRD number
- 335061
- Registered since
- May 16, 2025
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Taproot Management LP operates as a limited partnership that manages pooled investment vehicles for institutional clients. The firm is registered with the SEC as of 2025 and is organized to run hedge fund strategies rather than act as a multi-manager allocator. Its client base is institutional, and its compensation combines a percentage-of-assets management fee with performance-based fees. Taproot serves as sponsor/GP and managing member of its pooled vehicles and conducts portfolio management for those funds. The firm does not identify as an active ESG investor and is not positioned as a multi-state advisory platform.
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
Owners & executives
3 of 4DAVID LIN
Founder and Chief Executive OfficerCRD 5677285
DAYSUN CHANG
General Counsel and Chief Compliance OfficerCRD 7129419
JASON BEVERAGE
Chief Investment OfficerCRD 5629828
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, 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
- NEW YORK
- Address
- 1330 Avenue of the Americas
- Time zone
- ET (UTC-5)
- Office locations
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