TAC PARTNERS, INC.
CRD #158249 SEC #801-74345 BOSTON, MA (617) 345-7200
SEC Registered Private Funds
Total AUM
$1.1B
Discretionary
$1.1B
Employees
18
Clients
--
Accounts
6
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $1.1B | $1.1B | $0 | 18 | 0 |
| Mar 2025 | $1.1B | $1.1B | $0 | 18 | 0 |
| Apr 2024 | $1.1B | $1.1B | $0 | 16 | 0 |
| Mar 2024 | $1.1B | $1.1B | $0 | 16 | 0 |
| Apr 2023 | $897.8M | $897.8M | $0 | 16 | 0 |
| Mar 2023 | $897.7M | $897.7M | $0 | 16 | 0 |
| Jan 2023 | $820.7M | $820.7M | $0 | 16 | 0 |
| May 2022 | $820.7M | $820.7M | $0 | 16 | 0 |
| Mar 2022 | $820.7M | $820.7M | $0 | 16 | 0 |
| May 2021 | $894.3M | $894.3M | $0 | 17 | 0 |
| Mar 2021 | $894.3M | $894.3M | $0 | 17 | 0 |
| Jul 2020 | $731M | $731M | $0 | 16 | 0 |
| May 2020 | $731M | $731M | $0 | 16 | 0 |
| Mar 2020 | $731M | $731M | $0 | 16 | 0 |
| May 2019 | $611M | $611M | $0 | 16 | 0 |
| Mar 2019 | $611M | $611M | $0 | 16 | 0 |
| May 2018 | $394.9M | $394.9M | $0 | 16 | 0 |
| Mar 2018 | $394.9M | $394.9M | $0 | 16 | 0 |
| Aug 2017 | $225.7M | $225.7M | $0 | 17 | 1 |
| Jun 2017 | $225.7M | $225.7M | $0 | 17 | 1 |
| May 2017 | $322M | $322M | $0 | 17 | 1 |
| Mar 2017 | $322M | $322M | $0 | 17 | 1 |
| May 2016 | $878M | $878M | $0 | 16 | 1 |
| Mar 2016 | $878M | $878M | $0 | 16 | 1 |
| Dec 2015 | $1.2B | $1.2B | $0 | 19 | 1 |
| May 2015 | $1.2B | $1.2B | $0 | 19 | 1 |
| Mar 2015 | $1.2B | $1.2B | $0 | 19 | 1 |
| May 2014 | $918.5M | $918.5M | $0 | 18 | 1 |
| Mar 2014 | $918.5M | $918.5M | $0 | 18 | 1 |
| Nov 2013 | $757.6M | $757.6M | $0 | 17 | 1 |
| May 2013 | $757.6M | $757.6M | $0 | 17 | 1 |
| Mar 2013 | $1.1B | $1.1B | $0 | 17 | 1 |
| Mar 2012 | $892.3M | $892.3M | $0 | 11 | 1 |
| Feb 2012 | $892.3M | $892.3M | $0 | 11 | 1 |
| Jun 2011 | $1.1B | $1.1B | $0 | -- | -- |
DateApr 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees18
Clients0
DateMar 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees18
Clients0
DateApr 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees16
Clients0
DateMar 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees16
Clients0
DateApr 2023
Total AUM$897.8M
Discretionary$897.8M
Non-Disc.$0
Employees16
Clients0
DateMar 2023
Total AUM$897.7M
Discretionary$897.7M
Non-Disc.$0
Employees16
Clients0
DateJan 2023
Total AUM$820.7M
Discretionary$820.7M
Non-Disc.$0
Employees16
Clients0
DateMay 2022
Total AUM$820.7M
Discretionary$820.7M
Non-Disc.$0
Employees16
Clients0
DateMar 2022
Total AUM$820.7M
Discretionary$820.7M
Non-Disc.$0
Employees16
Clients0
DateMay 2021
Total AUM$894.3M
Discretionary$894.3M
Non-Disc.$0
Employees17
Clients0
DateMar 2021
Total AUM$894.3M
Discretionary$894.3M
Non-Disc.$0
Employees17
Clients0
DateJul 2020
Total AUM$731M
Discretionary$731M
Non-Disc.$0
Employees16
Clients0
DateMay 2020
Total AUM$731M
Discretionary$731M
Non-Disc.$0
Employees16
Clients0
DateMar 2020
Total AUM$731M
Discretionary$731M
Non-Disc.$0
Employees16
Clients0
DateMay 2019
Total AUM$611M
Discretionary$611M
Non-Disc.$0
Employees16
Clients0
DateMar 2019
Total AUM$611M
Discretionary$611M
Non-Disc.$0
Employees16
Clients0
DateMay 2018
Total AUM$394.9M
Discretionary$394.9M
Non-Disc.$0
Employees16
Clients0
DateMar 2018
Total AUM$394.9M
Discretionary$394.9M
Non-Disc.$0
Employees16
Clients0
DateAug 2017
Total AUM$225.7M
Discretionary$225.7M
Non-Disc.$0
Employees17
Clients1
DateJun 2017
Total AUM$225.7M
Discretionary$225.7M
Non-Disc.$0
Employees17
Clients1
DateMay 2017
Total AUM$322M
Discretionary$322M
Non-Disc.$0
Employees17
Clients1
DateMar 2017
Total AUM$322M
Discretionary$322M
Non-Disc.$0
Employees17
Clients1
DateMay 2016
Total AUM$878M
Discretionary$878M
Non-Disc.$0
Employees16
Clients1
DateMar 2016
Total AUM$878M
Discretionary$878M
Non-Disc.$0
Employees16
Clients1
DateDec 2015
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees19
Clients1
DateMay 2015
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees19
Clients1
DateMar 2015
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees19
Clients1
DateMay 2014
Total AUM$918.5M
Discretionary$918.5M
Non-Disc.$0
Employees18
Clients1
DateMar 2014
Total AUM$918.5M
Discretionary$918.5M
Non-Disc.$0
Employees18
Clients1
DateNov 2013
Total AUM$757.6M
Discretionary$757.6M
Non-Disc.$0
Employees17
Clients1
DateMay 2013
Total AUM$757.6M
Discretionary$757.6M
Non-Disc.$0
Employees17
Clients1
DateMar 2013
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees17
Clients1
DateMar 2012
Total AUM$892.3M
Discretionary$892.3M
Non-Disc.$0
Employees11
Clients1
DateFeb 2012
Total AUM$892.3M
Discretionary$892.3M
Non-Disc.$0
Employees11
Clients1
DateJun 2011
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees--
Clients--