# Tag Associates Florida

Tag Associates Florida is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Address:** Florida, United States
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 325292
- **SEC file number:** 801-127597
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/325292

## About

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.

## 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.

## Related profiles

- [DHYAN CAPITAL MANAGEMENT](https://altss.com/profile/dhyan-capital-management)
- [Dignity Wealth](https://altss.com/profile/dignity-wealth-pllc)

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Last updated: 2026-07-06T01:24:26.453Z

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