TAX EQUITY ADVISORS, LLC
CRD #285849 SEC #801-108621 WASHINGTON, DC 202-969-8880
SEC Registered
Total AUM
$400M
Discretionary
$400M
Employees
5
Clients
--
Accounts
1
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 15, 2018
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DALY, CHARLES, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DALY, CHARLES, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HALLAUER, JONI, Marie | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HALLAUER, JONI, Marie | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HALLAUER, JONI, Marie | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HALLAUER, JONI, Marie | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| O'Rourke, Peter, Edward | I | MANAGING DIRECTOR | NA | Control |
| WRIGHT, MORGAN, WOODSIDE | I | MANAGING DIRECTOR | NA | Control |
| SILVER, JONATHAN, MOSES | I | MANAGING DIRECTOR, MEMBER AND MANAGER | E | Control |
| SILVER, JONATHAN, MOSES | I | MANAGING DIRECTOR, MEMBER AND MANAGER | E | Control |
| SILVER, JONATHAN, MOSES | I | MANAGING DIRECTOR, MEMBER AND MANAGER | E | Control |
| SILVER, JONATHAN, MOSES | I | MANAGING DIRECTOR, MEMBER AND MANAGER | E | Control |
| SILVER, JONATHAN, MOSES | I | MANAGING DIRECTOR, MEMBER AND MANAGER | E | Control |
| SILVER, JONATHAN, MOSES | I | MANAGING DIRECTOR, MEMBER AND MANAGER | E | Control |
| CLEARPATH FOUNDATION, INC. | DE | MEMBER | B | Control |
Registrations
Federal
IA
Feb 15, 2018 REGISTERED
Notice Filings (1)
DC
Address
600 14TH STREET NWWASHINGTON, DC 20005
United States
Phone: 202-969-8880