TAG Associates is a leading multi-family office and portfolio management services firm managing approx. $8 billion of assets under management for 110 clients. TAG is consistently ranked among the largest multi-family office in the U.S. TAG is a registered investment advisor and a registered commodities pool operator. Formed in 1983, TAG has an experienced staff of 71 including senior service coordinators, portfolio management professionals, accountants, bookkeepers and administrators. TAG offers wealthy families and individuals the same approach to successful asset management that is employed by institutions and businesses: -An integrated process of planning how to manage one’s assets; -Allocating among different asset classes; -Selecting investment managers; -Monitoring the results and adapting to changing needs. TAG is free of bias regarding the selection of investment managers, investment products and strategies, and thus chooses independently from the entire universe of talent.
View Top Employees from TAG Associates| Website | http://www.tagassoc.com |
| Revenue | $22 million |
| Funding | $1 million |
| Employees | 96 (72 on RocketReach) |
| Founded | 1983 |
| Address | 810 Seventh Avenue 7th Floor, New York, New York 10019, US |
| Phone | (212) 275-1500 |
| Fax | (212) 275-1510 |
| Technologies |
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| Industry | Investment Management, Finance General, Consulting, Finance, Financial Services, Income Tax Planning and Preparation, Estate Planning, Bookkeeping, Bill Payment, Insurance Consulting, Alternative Investments |
| Web Rank | 24 Million |
| Keywords | Tag Associates, Family Office Risk Management, Tagg Assoc |
| Competitors | Hart Capital Management, Inc., JMH Wealth Management LLC, Optima Capital Management Inc, The River Fund Inc, UAS Asset Management |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies |
| NAICS | NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies |
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TAG Associates Questions
The TAG Associates annual revenue was $22 million in 2024.
Jonathan Bergman is the President of TAG Associates.
72 people are employed at TAG Associates.
TAG Associates is based in New York, New York.
The NAICS codes for TAG Associates are [5239, 523, 52393, 52].
The SIC codes for TAG Associates are [62, 628].
Top TAG Associates Employees
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