$7.1B Total AUM
$319.1M Disc. AUM
-4.1% 3Y CAGR
71 Employees
90 ADV. Clients
24 yrs Firm Age
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- Custodian
- BNY Mellon · Charles Schwab & Company · JP Morgan · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-01-2002
- Office Locations
- 1
Office Locations
810 Seventh Avenue 7TH Floor NEW York NY
About TAG Associates LLC
TAG Associates is an independent, privately owned New York wealth manager providing investment management and multi-family office services for high-net-worth individuals and families, plus endowments and foundations. Founded in 1983, it delivers customized, objective advice and portfolio construction across asset classes, with notable expertise in alternative investments and risk management; recognized by PAM as Best Multi-Family Office.
Team overview
57 AVG AGE
$307.3M AVG AUM / ADVISOR
$78.5M AVG AUM / CLIENT
16.9 yrs AVG TENURE
71 Employees
23 Advisory Reps
1 RIA Reps
24yrs Firm Age
Insights
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Accredited Investors
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Asset Classes
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Client Personas
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CRM
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Custodian
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
D
DAVID ERIC BASNER
Chief Executive Officer, PARTNER
- CRD
- --
- Ownership
- Less than 5%
Available
Available
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G
GARY LEE FUHRMAN
Chairman, Chief Executive Officer
- CRD
- --
- Ownership
- Less than 5%
Available
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Available
Showing 2 of 3 owners & executives
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $319,062,567 | $11,002,157 |
| Non-Discretionary | $6,748,465,839 | $5,047,469 |
| Total | $7,067,528,406 | $5,173,886 |
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Separately Managed Accounts
Total SMA Asset: Available
Private Funds:
Available Equity - Exchange:
Available Cash:
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Available U.S. Government/Agency:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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