TAG Associates
Investment Management • 
Manhattan, New York, United States • 101-200 Employees
Company overview
| Headquarters | 810 Seventh Avenue, 7th Floor, New York, NY 10019, US |
| Phone number | +12122751510 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Bookkeeping, Bill Payment, Alternative Investments, Estate Planning, Investment Management, Insurance Consulting, Income Tax Planning And Preparation |
| Founded | 1983 |
| Employees | 101-200 |
| Socials |
Key Contacts at TAG Associates
Gonzalo A. Acevedo
Managing Director
Galina Portnoy
Managing Director
Stacy Haislip
Managing Director
Jake Steinberger
Director, Head Of Venture
Nami S. Kim
Managing Director
Ted Katramados
Director/Associate Portfolio Manager
John Pantowich
Managing Director
Veli Mursalov
Managing Director
Pierre Faraguna
Director
Liza Chiu Pavlow
Director
TAG Associates Email Formats
TAG Associates uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@tagassoc.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@tagassoc.com | 50% |
{first name}{last name} | johndoe@tagassoc.com | 50% |
About TAG Associates
TAG Associates is a leading multi-family office and portfolio management firm, entrusted with over $7 billion in assets under management for approximately 100 UHNW families. Founded in 1983, TAG is an independent, privately owned Registered Investment Advisor recognized for its objective, customized advice and institutional-quality service. Our team of professionals delivers highly personalized attention, leveraging deep expertise across asset allocation, manager selection, risk management, and family office services. As fiduciaries, we act solely in our clients’ best interests, offering unbiased access to the full universe of investment managers, products, and strategies. What Sets TAG Apart: • Integrated Wealth Management: We address every aspect of our clients’ financial lives, from investment strategy and portfolio management to tax planning, estate structuring, and philanthropic giving. • Institutional Process, Individual Focus: TAG applies a disciplined institutional approach of, goal setting, asset allocation, manager due diligence, ongoing monitoring, and adaptive strategy to each client’s unique situation. • Alternative Investment Leadership: With decades of experience in private equity, hedge funds, private credit, and direct/co-investments, TAG provides clients with access to specialized opportunities and negotiates favorable terms through our scale and relationships. • Comprehensive Reporting & Technology: Clients benefit from consolidated, cloud-based portfolio reporting and a dedicated NYC based service team. • Family Office Services: We deliver strategic advice and hands-on execution for complex family, financial, and business matters, alongside comprehensive financial administration TAG Associates is consistently recognized by industry peers and publications for excellence in multi-family office services, due diligence, and investment platform innovation.
TAG Associates revenue & valuation
| Annual revenue | $23,600,000 |
| Revenue per employee | $230,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $75,600,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 101-200
Seniority
Employees
Employees by Department
TAG Associates has 49 employees across 7 departments.
Departments
Number of employees
Funding Data
TAG Associates has never raised funding before.
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