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TAK Advisory
TAK ADVISORY is an SEC-registered investment adviser with $66 million in regulatory assets under management. The firm is led by 1 employee and 1 investment...
TAK Advisory
TAK ADVISORY is an SEC-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
Single Family Office
Frequently asked questions
Who is the principal behind TAK Advisory?
Tom Kartsotis is the sole known principal. He co-founded Fossil in 1984 with his brother Kosta and later formed Bedrock Manufacturing, the holding company that launched Shinola in 2011 and owned Filson from 2012 to 2024. TAK Advisory serves as his private investment office, though no additional senior investment staff are publicly identified.
How is TAK Advisory related to Bedrock Manufacturing?
TAK Advisory and Bedrock Manufacturing are closely intertwined, both controlled by Tom Kartsotis. Bedrock functions as the brand-operating arm — launching and acquiring companies like Shinola and Filson — while TAK Advisory likely holds the investment and advisory functions for Kartsotis's broader wealth. The exact legal separation between the two is not publicly detailed.
Does TAK Advisory take outside capital or operate as a family office?
TAK Advisory operates as a single-family office for Tom Kartsotis. There is no public record of the firm accepting outside limited partners or managing third-party capital. All known investments flow through entities linked exclusively to Kartsotis.
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.
What is TAK Advisory's known posture on co-investments or fund commitments?
The office shows no public history of fund commitments or co-investments alongside external GPs. Kartsotis's approach is characterized by control-oriented, direct ownership of operating companies, suggesting an internal investment posture without reliance on outside managers.
Profile maintained by Altss 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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