TAPROOT MANAGEMENT LP

RIASEC RegisteredEst. 2025
Total AUM
$940M
Discretionary
$940M
100% of AUM
Avg account
$313M
Accounts
3
Employees
22
Advisory reps
4

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 4
  • DAVID LIN

    Founder and Chief Executive OfficerCRD 5677285

  • DAYSUN CHANG

    General Counsel and Chief Compliance OfficerCRD 7129419

  • JASON BEVERAGE

    Chief Investment OfficerCRD 5629828

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth