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TAK Advisory
TAK ADVISORY is a state-registered investment adviser with $66 million in regulatory assets under management. The firm is led by 1 employee and 1 investment...
Overview
TAK ADVISORY is a state-registered investment adviser with $66 million in regulatory assets under management. The firm is led by 1 employee and 1 investment adviser. It operates with a team of 2 professionals.
General information
Firm type
RIA
Frequently asked questions
What does TAK Advisory typically invest in?
The firm invests almost exclusively in consumer brands with an emphasis on American manufacturing heritage. Known deployments have centered on owning and operating companies directly through Bedrock Manufacturing, including Shinola (watches, bicycles, leather goods), Filson (outdoor apparel, until its 2024 sale), and other undisclosed consumer-focused ventures.
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