TAG ASSOCIATES LLC
CRD #116959 SEC #801-60908 NEW YORK, NY 212-275-1500
SEC Registered Private Funds
Total AUM
$7.1B
Discretionary
$450.8M
Employees
72
Clients
51
Accounts
1,430
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $7.1B | $450.8M | $6.7B | 72 | 0 |
| Apr 2025 | $7.1B | $450.8M | $6.7B | 72 | 0 |
| Mar 2025 | $7.1B | $450.8M | $6.7B | 72 | 0 |
| Mar 2024 | $8.7B | $337.8M | $8.4B | 71 | 0 |
| Mar 2023 | $8.1B | $309.8M | $7.8B | 73 | 0 |
| Mar 2022 | $9.5B | $313.3M | $9.2B | 70 | 0 |
| Mar 2021 | $8.6B | $294.6M | $8.3B | 73 | 0 |
| Jun 2020 | $8.3B | $277.8M | $8.1B | 67 | 0 |
| Mar 2020 | $8.3B | $277.8M | $8.1B | 67 | 0 |
| Mar 2019 | $8.1B | $290.9M | $7.8B | 68 | 0 |
| Mar 2018 | $8.7B | $344.5M | $8.3B | 67 | 0 |
| Aug 2017 | $8.3B | $351.3M | $7.9B | 67 | 100 |
| Mar 2017 | $8.3B | $351.3M | $7.9B | 67 | 100 |
| Mar 2016 | $8.1B | $313.9M | $7.8B | 67 | 100 |
| Sep 2015 | $8.4B | $316.8M | $8.1B | 74 | 100 |
| Mar 2015 | $8.4B | $316.8M | $8.1B | 74 | 100 |
| Jun 2014 | $8.4B | $351.9M | $8B | 68 | 100 |
| Mar 2014 | $8.4B | $351.9M | $8B | 68 | 100 |
| Mar 2013 | $7B | $825.4M | $6.2B | 66 | 100 |
| Mar 2012 | $6.9B | $419.3M | $6.4B | 51 | 100 |
| Mar 2011 | $6.8B | $413.5M | $6.3B | 51 | -- |
| Oct 2009 | $6B | $486M | $5.5B | 51 | -- |
| Mar 2009 | $6B | $486M | $5.5B | 51 | -- |
| Mar 2008 | $5.1B | $722.5M | $4.4B | 51 | -- |
| Mar 2007 | $5.1B | $692.4M | $4.4B | 51 | -- |
| Mar 2004 | $3.6B | $492.9M | $3.1B | 51 | -- |
| Mar 2004 | $3.6B | $492.9M | $3.1B | 51 | -- |
DateSep 2025
Total AUM$7.1B
Discretionary$450.8M
Non-Disc.$6.7B
Employees72
Clients0
DateApr 2025
Total AUM$7.1B
Discretionary$450.8M
Non-Disc.$6.7B
Employees72
Clients0
DateMar 2025
Total AUM$7.1B
Discretionary$450.8M
Non-Disc.$6.7B
Employees72
Clients0
DateMar 2024
Total AUM$8.7B
Discretionary$337.8M
Non-Disc.$8.4B
Employees71
Clients0
DateMar 2023
Total AUM$8.1B
Discretionary$309.8M
Non-Disc.$7.8B
Employees73
Clients0
DateMar 2022
Total AUM$9.5B
Discretionary$313.3M
Non-Disc.$9.2B
Employees70
Clients0
DateMar 2021
Total AUM$8.6B
Discretionary$294.6M
Non-Disc.$8.3B
Employees73
Clients0
DateJun 2020
Total AUM$8.3B
Discretionary$277.8M
Non-Disc.$8.1B
Employees67
Clients0
DateMar 2020
Total AUM$8.3B
Discretionary$277.8M
Non-Disc.$8.1B
Employees67
Clients0
DateMar 2019
Total AUM$8.1B
Discretionary$290.9M
Non-Disc.$7.8B
Employees68
Clients0
DateMar 2018
Total AUM$8.7B
Discretionary$344.5M
Non-Disc.$8.3B
Employees67
Clients0
DateAug 2017
Total AUM$8.3B
Discretionary$351.3M
Non-Disc.$7.9B
Employees67
Clients100
DateMar 2017
Total AUM$8.3B
Discretionary$351.3M
Non-Disc.$7.9B
Employees67
Clients100
DateMar 2016
Total AUM$8.1B
Discretionary$313.9M
Non-Disc.$7.8B
Employees67
Clients100
DateSep 2015
Total AUM$8.4B
Discretionary$316.8M
Non-Disc.$8.1B
Employees74
Clients100
DateMar 2015
Total AUM$8.4B
Discretionary$316.8M
Non-Disc.$8.1B
Employees74
Clients100
DateJun 2014
Total AUM$8.4B
Discretionary$351.9M
Non-Disc.$8B
Employees68
Clients100
DateMar 2014
Total AUM$8.4B
Discretionary$351.9M
Non-Disc.$8B
Employees68
Clients100
DateMar 2013
Total AUM$7B
Discretionary$825.4M
Non-Disc.$6.2B
Employees66
Clients100
DateMar 2012
Total AUM$6.9B
Discretionary$419.3M
Non-Disc.$6.4B
Employees51
Clients100
DateMar 2011
Total AUM$6.8B
Discretionary$413.5M
Non-Disc.$6.3B
Employees51
Clients--
DateOct 2009
Total AUM$6B
Discretionary$486M
Non-Disc.$5.5B
Employees51
Clients--
DateMar 2009
Total AUM$6B
Discretionary$486M
Non-Disc.$5.5B
Employees51
Clients--
DateMar 2008
Total AUM$5.1B
Discretionary$722.5M
Non-Disc.$4.4B
Employees51
Clients--
DateMar 2007
Total AUM$5.1B
Discretionary$692.4M
Non-Disc.$4.4B
Employees51
Clients--
DateMar 2004
Total AUM$3.6B
Discretionary$492.9M
Non-Disc.$3.1B
Employees51
Clients--
DateMar 2004
Total AUM$3.6B
Discretionary$492.9M
Non-Disc.$3.1B
Employees51
Clients--