Family Office - Multi • New York, United States

TAG Associates

TAG Associates is a family office - multi based in New York, United States, founded in 1983. Verified contact details, AUM data, and investment preferences on FindLPs.

$8.5B
Assets Under Mgmt
1983
Year Founded
Family Office - Multi
Investor Type
New York, United States
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.

Investment Focus

What TAG Associates Invests In

Investment types: Buyout, Private Equity, Growth/Expansion, Hedge Fund, Venture Capital, Venture Capital - Early Stage, Venture Capital - Later Stage

Sectors & themes: Impact Investing, Wealth & Estate Planning, High-Level Sectors, Values-Based Investing, Finance, Financial Services

Preferred geographies: Africa, Americas, Asia, Canada, Europe, Middle East, Oceania, United States

Location: 810 Seventh Avenue, 7th Floor\nNew York, NY \n10019\nUnited States

Contact TAG Associates

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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.