Tac Partners, Inc
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Overview
Tac Partners, Inc operates as an advisory company headquartered in Boston, Massachusetts. Tac Partners, Inc administers $897.7 million in assets under management over five client accounts, making it one of the larger investment advisory firms in the United States by assets under management (AUM). It has a small group, including 11 financial advisors. Tac Partners, Inc does not act as a registered broker-dealer, meaning the firm is not able to buy and sell securities for its accounts and those of its clients and instead has to go through a broker-dealer company to do so. Securities are exchangable fiscal assets like bonds, stocks and options.
Tac Partners, Inc manages all of its client assets on a discretionary basis. Discretionary management signifies that transaction decisions are made by an investment advisor without requiring client approval. Tac Partners, Inc administers roughly $179.5 million for every customer account. An average financial advisor at Tac Partners, Inc administers fewer than one client account, placing it among the most individualized firms in the country.
The company's main office is at 53 State Street, Boston, Massachusetts 02109-3208. It is legally allowed to serve investors throughout 2 states, including Florida and Massachusetts.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Tac Partners, Inc by the Numbers
$897.7 million
16
5
$179.5 million
Fee Structure
Fees charged by financial advisors typically are based on the financial services provided. Fees charged by the company can include the following fee structures: asset-based or performance-based. The firm does not supply a wrap fee program, in which the company offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company works with pooled investment vehicles. Out of its five clients, Tac Partners, Inc's largest client type is pooled investment vehicles. None of the company's customers reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Tac Partners, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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