TAG Associates

Also known as TAG

Multi Family Office (MFO)New York, United StatesFounded 1983
$8.5B
Assets Under Management
New York
Headquarters

About TAG Associates

TAG Associates is a leading multi-family office and portfolio management services firm managing approx. $8.5 billion of assets under management for 110 clients. 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.

Preferred Investment Types

BuyoutPrivate EquityGrowth/ExpansionHedge FundVenture CapitalVenture Capital - Early StageVenture Capital - Later Stage

Preferred Sectors & Themes

Impact InvestingWealth & Estate PlanningHigh-Level SectorsValues-Based InvestingFinanceFinancial Services

Preferred Geographies

AfricaAmericasAsiaCanadaEuropeMiddle EastOceaniaUnited States

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Frequently asked questions

What type of investor is TAG Associates?

TAG Associates is a multi family office (mfo) based in New York, United States, managing approximately $8.5B in assets.

Where is TAG Associates headquartered?

TAG Associates is headquartered in New York, United States.

How much does TAG Associates manage?

TAG Associates manages approximately $8.5B in assets under management.

When was TAG Associates founded?

TAG Associates was founded in 1983.

What does TAG Associates invest in?

TAG Associates focuses on Buyout, Private Equity, Growth/Expansion, Hedge Fund, Venture Capital, Venture Capital - Early Stage, Venture Capital - Later Stage, Impact Investing.

How can I contact TAG Associates?

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