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
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
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
Compensation % of AUMFixed fees

Identifiers

SEC RIA File Number 801-121728
SEC ERA File Number 801-121728
SEC CIK Numbers None
SEC CRD Numbers 311303
Legal Entity Identifier None

Principal Office

1400 HANCOCK STREET
6TH 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
(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
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
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%

No. Employees, Historic

1050202120222023202420252 on 6/9/20212 on 6/11/20212 on 6/28/20212 on 7/2/20212 on 7/7/20212 on 7/15/20212 on 7/16/20212 on 3/7/20223 on 9/14/20223 on 3/31/20233 on 2/6/2024

RAUM, Historic

000202120222023202420250 on 6/9/20210 on 6/11/20210 on 6/28/20210 on 7/2/20210 on 7/7/20210 on 7/15/20210 on 7/16/20210 on 3/7/20220 on 9/14/20220 on 3/31/20230 on 2/6/2024