TASSEO ECOSYSTEM LLC

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
CHICAGO, Illinois
CRD number
338761
Registered since
November 7, 2025

Firm profile

FINTRX

Overview

Tasseo Ecosystem LLC is organized as a limited liability company and is registered with the SEC (registration noted for 2025). The firm’s regulatory profile is classified as unclassified and its ownership is listed as a combination of a domestic entity and an individual. It does not identify as a capital allocator and is not flagged as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Operationally, Tasseo positions itself on the sponsor/GP side of pooled vehicles: the firm serves as sponsor, general partner and managing member for pooled investment vehicles rather than operating primarily as a traditional advisory business serving retail client accounts.

Assets & Accounts

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

Contacts

2 of 2
  • Daniel Gross

    Managing DirectorCRD 8186438

  • MATTHEW FELDMAN

    Investment BankingCRD 4979682

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
208 N Green St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth