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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.
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