RIA · CRD 325292SEC-Registered

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Tag Associates Florida

TAG Associates Florida LLC is an SEC-registered investment adviser in New York, NY, registered since 2023. The firm manages approximately $35 million in...

Tag Associates Florida

TAG Associates Florida LLC is an SEC-registered investment adviser in New York, NY, registered since 2023. The firm manages approximately $35 million in regulatory assets. It has 71 employees and 23 investment advisers.

General information

Firm type

RIA

Location

Region

North America

Country

United States

Corporate office

Florida, United States

Frequently asked questions

What does the Florida incorporation signal about Tag Associates Florida's strategy?

Florida's lack of a state income tax and its growing concentration of family offices make it a logical domicile for a private investment vehicle. Many families use Florida LLCs as holding companies for real estate, private investments, and intergenerational wealth transfer, particularly those with ties to the US Southeast or Latin America.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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