Tag Associates Florida LLC
● SEC registered since 2023CRD 325292SEC# 801-127597New York, NY
Reg. AUM
$35.5M
Employees
71
Accounts
17
Location
New York, NY
Tag Associates Florida LLC assets under management
Tag Associates Florida LLC is an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2023. It reports $35.5 million in regulatory assets under management and employs 71 people.
Tag Associates Florida LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Eric Basner Control | Chief Executive Officer | Under 5% | 2023 |
| Gary Lee Fuhrman Control | Chairman Of Tag Associates Florida & Tag Holdings | Under 5% | 2023 |
| Jorge L Gonzalez Control | Chief Compliance Officer | Under 5% | 2023 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Tag Associates Florida LLC manage?
Tag Associates Florida LLC reports $35.5 million in regulatory assets under management on its Form ADV.
How many employees does Tag Associates Florida LLC have?
Tag Associates Florida LLC reports 71 employees.
Where is Tag Associates Florida LLC located?
Tag Associates Florida LLC is based in New York, NY and has been SEC-registered since 2023.
Does Tag Associates Florida LLC disclose fund performance?
Tag Associates Florida LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 810 Seventh Avenue, 7th Floor, New York, NY 10019 |
| Phone | 212-275-1500 |
| Fax | 212-275-1510 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$35.5M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 97%
Larger than 3% of 16,271 advisers
EmployeesTop 9%
More than 91% of 16,825 advisers
Assets under management
$35.5Mregulatory AUM
Discretionary $0Non-discretionary $35.5M