TAPP ENGINE ADVISORS LLC
Adviser information for TAPP ENGINE ADVISORS LLC last updated from Form ADV on February 6th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Massachusetts, United States |
Employees
Total Number of Employees | 3 |
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Investment Advisory/Research | 2 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 2 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 0 | $0 |
Non-Discretionary | 0 | $0 |
Total | 0 | $0 |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 0 | $0 |
HNW Individuals | 0 | $0 |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
Services
Advisory Services | Portfolio management for individuals and/or small businesses |
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Compensation | % of AUMFixed fees |
Identifiers
SEC RIA File Number | 801-121728 |
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SEC ERA File Number | 801-121728 |
SEC CIK Numbers | None |
SEC CRD Numbers | 311303 |
Legal Entity Identifier | None |
Principal Office
1400 HANCOCK STREET6TH FLOOR
QUINCY
MA
United States
Monday - Friday, 8:00 AM - 5:00 PM
Tel: 617-221-6545, Fax: N/A
Chief Compliance Officer
DAVID JOSEPH KENNY
CHIEF COMPLIANCE OFFICER
1400 HANCOCK STREET
6TH FLOOR
QUINCY
MA
United States
Tel:
617-221-6545
Fax:
N/A
D*@*************M
(Full email address available in API data)
Regulatory Contact
TOSIN OSUNSANYA
CHIEF EXECUTIVE OFFICER
1400 HANCOCK STREET
6TH FLOOR
QUINCY
MA
United States
Tel:
6172216545
Fax:
N/A
T****@*************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
TAPP ENGINE,INC | Domestic Entity | – | HOLDING COMPANY | 06/2020 | > 75% |
OSUNSANYA, TOSIN | Individual | TAPP ENGINE,INC | MANAGING MEMBER | 06/2021 | > 75% |
OSUNSANYA, TOSIN | Individual | – | CHIEF EXECUTIVE OFFICER | 01/2024 | < 5% |
KENNY, DAVID, JOSEPH | Individual | – | CHIEF COMPLIANCE OFFICER | 01/2024 | < 5% |