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- Custodian
- BNY Mellon · Charles Schwab & Company · JP Morgan · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-01-2002
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between September 17, 2025 and June 26, 2026, reported AUM decreased 1.0%, from $7.1B to $7.1B.
Across 5 reported observations, AUM decreased 25.6% between March 29, 2022 and June 26, 2026, from $9.5B to $7.1B.
Of the latest reported AUM, 4.5% is discretionary and 95.5% is non-discretionary.
The firm reports 23 advisory representatives and 90 clients, or 3.9 clients per representative. That equates to $78.5M in reported AUM per client.
The profile lists 1 reported office location and 24 years in operation. The source data was last updated on June 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full TAG Associates LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DAVID ERIC BASNER
Chief Executive Officer, PARTNER
- CRD
- --
- Ownership
- Less than 5%
GARY LEE FUHRMAN
Chairman, Chief Executive Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Jeff Lines
Owner
- CRD
- --
JOHN STEVEN PANTOWICH
Managing Director
- CRD
- #4332367
Showing 2 of 6 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
TAG Associates LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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