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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 17, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BARCLAY, DIANNE, RICHOZ | I | MANAGING DIRECTOR & HUMAN RESOURCES | NA | |
| BARCLAY, DIANNE, RICHOZ | I | MANAGING DIRECTOR & HUMAN RESOURCES | NA | |
| BARCLAY, DIANNE, RICHOZ | I | MANAGING DIRECTOR & HUMAN RESOURCES | NA | |
| BARCLAY, DIANNE, RICHOZ | I | MANAGING DIRECTOR & HUMAN RESOURCES | NA | Control |
| BARCLAY, DIANNE, RICHOZ | I | MANAGING DIRECTOR & HUMAN RESOURCES | NA | |
| BASNER, DAVID, ERIC | I | PRESIDENT AND CFO | NA | Control |
| BASNER, DAVID, ERIC | I | PRESIDENT | NA | Control |
| BASNER, DAVID, ERIC | I | PRESIDENT | NA | Control |
| BASNER, DAVID, ERIC | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BASNER, DAVID, ERIC | I | PRESIDENT AND CFO | NA | Control |
| BASNER, DAVID, ERIC | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BASNER, DAVID, ERIC | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BASNER, DAVID, ERIC | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BASNER, DAVID, ERIC | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BASNER, DAVID, ERIC | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BASNER, DAVID, ERIC | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BASNER, DAVID, ERIC | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BASNER, DAVID, ERIC | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BASNER, DAVID, ERIC | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BASNER, DAVID, ERIC | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BASNER, DAVID, ERIC | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BASNER, DAVID, ERIC | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BASNER, DAVID, ERIC | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BASNER, DAVID, ERIC | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BASNER, DAVID, ERIC | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BASNER, DAVID, ERIC | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BASNER, DAVID, ERIC | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BASNER, DAVID, ERIC | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BASNER, DAVID, ERIC | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BASNER, DAVID, ERIC | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BERGMAN, JONATHAN, MICHAEL | I | PRESIDENT | NA | Control |
| BERGMAN, JONATHAN, MICHAEL | I | PRESIDENT | NA | Control |
| BERGMAN, JONATHAN, MICHAEL | I | PRESIDENT | NA | Control |
| BERGMAN, JONATHAN, MICHAEL | I | PRESIDENT | NA | Control |
| BERGMAN, JONATHAN, MICHAEL | I | PRESIDENT | NA | Control |
| FRIEDMAN, MARK, L | I | EXEC. VICE PRES.,MANAGING DIRECTOR, CFO & SECRETARY | NA | Control |
| FRIEDMAN, MARK, LEE | I | MANAGING DIRECTOR, & SECRETARY | NA | Control |
| FRIEDMAN, MARK, LEE | I | EXEC. VICE PRES.,MANAGING DIRECTOR, CFO & SECRETARY | NA | Control |
| FUHRMAN, GARY, LEE | I | CHAIRMAN | NA | Control |
| FUHRMAN, GARY, LEE | I | CHAIRMAN TAG HOLDINGS | NA | Control |
| FUHRMAN, GARY, LEE | I | CHAIRMAN TAG HOLDINGS | NA | Control |
| FUHRMAN, GARY, LEE | I | CHAIRMAN TAG HOLDINGS | NA | Control |
| FUHRMAN, GARY, LEE | I | CHAIRMAN TAG HOLDINGS | NA | Control |
| FUHRMAN, GARY, LEE | I | CHAIRMAN TAG HOLDINGS | NA | Control |
| FUHRMAN, GARY, LEE | I | CHAIRMAN TAG HOLDINGS | NA | Control |
| FUHRMAN, GARY, LEE | I | CHAIRMAN TAG HOLDINGS | NA | Control |
| FUHRMAN, GARY, LEE | I | CHAIRMAN TAG HOLDINGS | NA | Control |
| FUHRMAN, GARY, LEE | I | CHAIRMAN TAG HOLDINGS | NA | Control |
| FUHRMAN, GARY, LEE | I | CHAIRMAN TAG HOLDINGS | NA | Control |
| FUHRMAN, GARY, LEE | I | CHAIRMAN TAG HOLDINGS | NA | Control |
| FUHRMAN, GARY, LEE | I | CHAIRMAN TAG HOLDINGS | NA | Control |
| FUHRMAN, GARY, LEE | I | CHAIRMAN TAG HOLDINGS | NA | Control |
| FUHRMAN, GARY, LEE | I | CHAIRMAN TAG HOLDINGS | NA | Control |
| FUHRMAN, GARY, LEE | I | CHAIRMAN TAG HOLDINGS | NA | Control |
| FUHRMAN, GARY, LEE | I | CHAIRMAN OF TAG ASSOCIATES & TAG HOLDINGS | NA | Control |
| FUHRMAN, GARY, LEE | I | CHAIRMAN OF TAG ASSOCIATES & TAG HOLDINGS | NA | Control |
| FUHRMAN, GARY, LEE | I | CHAIRMAN OF TAG ASSOCIATES & TAG HOLDINGS | NA | Control |
| FUHRMAN, GARY, LEE | I | CHAIRMAN OF TAG ASSOCIATES & TAG HOLDINGS | NA | Control |
| FUHRMAN, GARY, LEE | I | CHAIRMAN OF TAG ASSOCIATES & TAG HOLDINGS | NA | Control |
| FUHRMAN, GARY, LEE | I | CHAIRMAN OF TAG ASSOCIATES & TAG HOLDINGS | NA | Control |
| GONZALEZ, JORGE, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| GONZALEZ, JORGE, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| GONZALEZ, JORGE, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| GONZALEZ, JORGE, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| GONZALEZ, JORGE, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| GONZALEZ, JORGE, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| GONZALEZ, JORGE, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| GONZALEZ, JORGE, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| GONZALEZ, JORGE, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| GONZALEZ, JORGE, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| GONZALEZ, JORGE, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| GONZALEZ, JORGE, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| GONZALEZ, JORGE, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| GONZALEZ, JORGE, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| GONZALEZ, JORGE, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| GONZALEZ, JORGE, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| GONZALEZ, JORGE, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| GONZALEZ, JORGE, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| GONZALEZ, JORGE, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| GONZALEZ, JORGE, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| GONZALEZ, JORGE, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| GONZALEZ, JORGE, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| GONZALEZ, JORGE, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| GONZALEZ, JORGE, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| GONZALEZ, JORGE, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| PANTOWICH, STANLEY, H | I | PRESIDENT & MANAGING DIRECTOR | NA | Control |
| PANTOWICH, STANLEY, HOWARD | I | CHIEF EXECUTIVE OFFICER & MANAGING DIRECTOR | NA | Control |
| PANTOWICH, STANLEY, HOWARD | I | CHIEF EXECUTIVE OFFICER & MANAGING DIRECTOR | NA | Control |
| PANTOWICH, STANLEY, HOWARD | I | CHIEF EXECUTIVE OFFICER & MANAGING DIRECTOR | NA | Control |
| PANTOWICH, STANLEY, HOWARD | I | CHAIRMAN | NA | Control |
| PANTOWICH, STANLEY, HOWARD | I | PRESIDENT & MANAGING DIRECTOR | NA | Control |
| PANTOWICH, STANLEY, HOWARD | I | CHIEF EXECUTIVE OFFICER & MANAGING DIRECTOR | NA | Control |
| PANTOWICH, STANLEY, HOWARD | I | CHAIRMAN | NA | Control |
| PANTOWICH, STANLEY, HOWARD | I | CHAIRMAN | NA | Control |
| PANTOWICH, STANLEY, HOWARD | I | CHAIRMAN | NA | Control |
| PANTOWICH, STANLEY, HOWARD | I | CHAIRMAN | NA | Control |
| PANTOWICH, STANLEY, HOWARD | I | CHAIRMAN | NA | Control |
| PANTOWICH, STANLEY, HOWARD | I | CHAIRMAN | NA | Control |
| PANTOWICH, STANLEY, HOWARD | I | CHAIRMAN | NA | Control |
| PANTOWICH, STANLEY, HOWARD | I | CHAIRMAN | NA | Control |
| PANTOWICH, STANLEY, HOWARD | I | CHAIRMAN | NA | Control |
| PANTOWICH, STANLEY, HOWARD | I | CHAIRMAN | NA | Control |
| PANTOWICH, STANLEY, HOWARD | I | CHAIRMAN | NA | Control |
| PANTOWICH, STANLEY, HOWARD | I | CHAIRMAN | NA | Control |
| PANTOWICH, STANLEY, HOWARD | I | CHAIRMAN | NA | Control |
| PANTOWICH, STANLEY, HOWARD | I | CHAIRMAN | NA | Control |
| TRANSPORT, ROBYN, S | I | EXEC.VICE PRES.,MANAGING DIRECTOR & TREASURER | NA | Control |
| TRANSPORT, ROBYN, SUE | I | EXEC.VICE PRES.,MANAGING DIRECTOR & TREASURER | NA | Control |
| TRANSPORT, ROBYN, SUE | I | EXEC.VICE PRES.,MANAGING DIRECTOR & TREASURER | NA | |
| TRANSPORT, ROBYN, SUE | I | EXEC.VICE PRES.,MANAGING DIRECTOR & TREASURER | NA | Control |
| TRANSPORT, ROBYN, SUE | I | EXEC.VICE PRES.,MANAGING DIRECTOR & TREASURER | NA | Control |
| TAG ASSOCIATES HOLDING, LLC | DE | MEMBER | E | Control |
| TAG ASSOCIATES HOLDING, LLC | DE | MEMBER | E | Control |
| TAG ASSOCIATES HOLDING, LLC | DE | MEMBER | E | Control |
| TAG ASSOCIATES HOLDING, LLC | DE | MEMBER | E | Control |
| TAG ASSOCIATES HOLDING, LLC | DE | MEMBER | E | Control |
| TAG ASSOCIATES HOLDING, LLC | DE | MEMBER | E | Control |
| TAG ASSOCIATES HOLDING, LLC | DE | MEMBER | E | Control |
| TAG ASSOCIATES HOLDING, LLC | DE | MEMBER | E | Control |
| TAG ASSOCIATES HOLDING, LLC | DE | MEMBER | E | Control |
| TAG ASSOCIATES HOLDING, LLC | DE | MEMBER | E | Control |
| TAG ASSOCIATES HOLDING, LLC | DE | MEMBER | E | Control |
| TAG ASSOCIATES HOLDING, LLC | DE | MEMBER | E | Control |
| TAG ASSOCIATES HOLDING, LLC | DE | MEMBER | E | Control |
| TAG ASSOCIATES HOLDING, LLC | DE | MEMBER | E | Control |
| TAG ASSOCIATES HOLDING, LLC | DE | MEMBER | E | Control |
| TAG ASSOCIATES HOLDING, LLC | DE | MEMBER | E | Control |
| TAG ASSOCIATES HOLDING, LLC | DE | MEMBER | E | Control |
| TAG ASSOCIATES HOLDING, LLC | DE | MEMBER | E | Control |
| TAG ASSOCIATES HOLDING, LLC | DE | MEMBER | E | Control |
| TAG ASSOCIATES HOLDING, LLC | DE | MEMBER | E | Control |
| TAG ASSOCIATES HOLDING, LLC | DE | MEMBER | E | Control |
| TAG ASSOCIATES HOLDING, LLC | DE | MEMBER | E | Control |
| TAG ASSOCIATES HOLDING, LLC | DE | MEMBER | E | Control |
| TAG ASSOCIATES HOLDING, LLC | DE | MEMBER | E | Control |
| TAG ASSOCIATES HOLDING, LLC | DE | MEMBER | E | Control |
| TAG ASSOCIATES HOLDING, LLC | DE | MEMBER | E | Control |
| TAG ASSOCIATES HOLDING, LLC | DE | MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BASNER, DAVID, ERIC | I | TAG ASSOCIATES HOLDINGS LLC | F | Control |
| BASNER, DAVID, ERIC | I | TAG ASSOCIATES HOLDINGS LLC | F | Control |
| BASNER, DAVID, ERIC | I | TAG ASSOCIATES HOLDINGS LLC | F | Control |
| BASNER, DAVID, ERIC | I | TAG ASSOCIATES HOLDINGS LLC | F | Control |
| BASNER, DAVID, ERIC | I | TAG ASSOCIATES HOLDINGS LLC | F | Control |
| BASNER, DAVID, ERIC | I | TAG ASSOCIATES HOLDINGS LLC | F | Control |
| BASNER, DAVID, ERIC | I | TAG ASSOCIATES HOLDINGS LLC | F | Control |
| BASNER, DAVID, ERIC | I | TAG ASSOCIATES HOLDINGS LLC | F | Control |
| BASNER, DAVID, ERIC | I | TAG ASSOCIATES HOLDINGS LLC | F | Control |
| BASNER, DAVID, ERIC | I | TAG ASSOCIATES HOLDINGS LLC | F | Control |
| BASNER, DAVID, ERIC | I | TAG ASSOCIATES HOLDINGS LLC | F | Control |
| BASNER, DAVID, ERIC | I | TAG ASSOCIATES HOLDINGS LLC | F | Control |
| BASNER, DAVID, ERIC | I | TAG ASSOCIATES HOLDINGS LLC | F | Control |
| BASNER, DAVID, ERIC | I | TAG ASSOCIATES HOLDINGS LLC | F | Control |
| BASNER, DAVID, ERIC | I | TAG ASSOCIATES HOLDINGS LLC | F | Control |
| BASNER, DAVID, ERIC | I | TAG ASSOCIATES HOLDINGS LLC | F | Control |
| BASNER, DAVID, ERIC | I | TAG ASSOCIATES HOLDINGS LLC | F | Control |
| BASNER, DAVID, ERIC | I | TAG ASSOCIATES HOLDINGS LLC | F | Control |
| BASNER, DAVID, ERIC | I | TAG ASSOCIATES HOLDINGS LLC | F | Control |
| FUHRMAN, GARY, LEE | I | GF CAPITAL MANAGEMENT & ADVISORS LLC | E | Control |
| FUHRMAN, GARY, LEE | I | TAG ASSOCIATES HOLDINGS LLC | E | Control |
| FUHRMAN, GARY, LEE | I | GF CAPITAL MANAGEMENT & ADVISORS LLC | E | Control |
| FUHRMAN, GARY, LEE | I | TAG ASSOCIATES HOLDINGS LLC | E | Control |
| FUHRMAN, GARY, LEE | I | GF CAPITAL MANAGEMENT & ADVISORS LLC | E | Control |
| FUHRMAN, GARY, LEE | I | GF CAPITAL MANAGEMENT & ADVISORS LLC | E | Control |
| FUHRMAN, GARY, LEE | I | GF CAPITAL MANAGEMENT & ADVISORS LLC | E | Control |
| FUHRMAN, GARY, LEE | I | TAG ASSOCIATES HOLDINGS LLC | E | Control |
| FUHRMAN, GARY, LEE | I | TAG ASSOCIATES HOLDINGS LLC | E | Control |
| FUHRMAN, GARY, LEE | I | TAG ASSOCIATES HOLDINGS LLC | E | Control |
| FUHRMAN, GARY, LEE | I | TAG ASSOCIATES HOLDINGS LLC | E | Control |
| FUHRMAN, GARY, LEE | I | TAG ASSOCIATES HOLDINGS LLC | E | Control |
| FUHRMAN, GARY, LEE | I | TAG ASSOCIATES HOLDINGS LLC | E | Control |
| FUHRMAN, GARY, LEE | I | TAG ASSOCIATES HOLDINGS LLC | E | Control |
| FUHRMAN, GARY, LEE | I | TAG ASSOCIATES HOLDINGS LLC | E | Control |
| FUHRMAN, GARY, LEE | I | TAG ASSOCIATES HOLDINGS LLC | E | Control |
| FUHRMAN, GARY, LEE | I | TAG ASSOCIATES HOLDINGS LLC | E | Control |
| FUHRMAN, GARY, LEE | I | TAG ASSOCIATES HOLDINGS LLC | E | Control |
| FUHRMAN, GARY, LEE | I | TAG ASSOCIATES HOLDINGS LLC | E | Control |
| FUHRMAN, GARY, LEE | I | TAG ASSOCIATES HOLDINGS LLC | E | Control |
| FUHRMAN, GARY, LEE | I | TAG ASSOCIATES HOLDINGS LLC | E | Control |
| FUHRMAN, GARY, LEE | I | TAG ASSOCIATES HOLDINGS LLC | E | Control |
| FUHRMAN, GARY, LEE | I | TAG ASSOCIATES HOLDINGS LLC | E | Control |
| FUHRMAN, GARY, LEE | I | TAG ASSOCIATES HOLDINGS LLC | E | Control |
| GF MANAGEMENT & ADVISORS LLC | DE | TAG ASSOCIATES HOLDINGS LLC | E | Control |
| GF MANAGEMENT & ADVISORS LLC | DE | TAG ASSOCIATES HOLDINGS LLC | E | Control |
| GF MANAGEMENT & ADVISORS LLC | DE | TAG ASSOCIATES HOLDINGS LLC | E | Control |
| GF MANAGEMENT & ADVISORS LLC | DE | TAG ASSOCIATES HOLDINGS LLC | E | Control |
| GF MANAGEMENT & ADVISORS LLC | DE | TAG ASSOCIATES HOLDINGS LLC | E | Control |
Registrations
Federal
IA
Sep 17, 2025 REGISTERED
Notice Filings (7)
CA CT DC FL ID NY TX
Address
810 SEVENTH AVENUE7TH FLOOR
NEW YORK, NY 10019-5890
United States
Phone: 212-275-1500