Taconic Advisors Inc.
● SEC registered since 2022CRD 123961SEC# 801-125808Saugerties, NY
Reg. AUM
$246.3M
Employees
6
Accounts
598
Location
Saugerties, NY
Taconic Advisors Inc. assets under management
Taconic Advisors Inc. is an investment advisory firm registered with the SEC based in Saugerties, NY. The firm has been registered since 2022. It reports $246.3 million in regulatory assets under management and employs 6 people.
Taconic Advisors Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Alexander Kelly Control | Vice President, Secretary, Chief Compliance Officer | 25-50% | 2023 |
| Meredith Wilson Briggs Control | President/Treasurer | Over 75% | 2016 |
Frequently asked questions
How much does Taconic Advisors Inc. manage?
Taconic Advisors Inc. reports $246.3 million in regulatory assets under management on its Form ADV.
How many employees does Taconic Advisors Inc. have?
Taconic Advisors Inc. reports 6 employees.
Where is Taconic Advisors Inc. located?
Taconic Advisors Inc. is based in Saugerties, NY and has been SEC-registered since 2022.
Does Taconic Advisors Inc. disclose fund performance?
Taconic Advisors Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 382 Main Street, Saugerties, NY 12477 |
| Phone | 845-486-5039 |
| Fax | 845-625-1419 |
| Office hours | By Appointment Only |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$246.3M▲ 19%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 68%
Larger than 32% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$246.3Mregulatory AUM
Discretionary $246.3M