TACORA CAPITAL MANAGEMENT, LP
Adviser information for TACORA CAPITAL MANAGEMENT, LP last updated from Form ADV on March 27th, 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 Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Texas, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 6 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| 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 | 1 | $343.3M |
| Non-Discretionary | 0 | $0 |
| Total | 1 | $343.3M |
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 | 1 | $343.3M |
| 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 pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-122445 |
|---|---|
| SEC ERA File Number | 801-122445 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 316585 |
| Legal Entity Identifier | None |
Principal Office
2505 PECOS STREETAUSTIN
TX
United States
Monday - Friday, 9AM - 5PM
Tel: 310-741-1070, Fax: None
Websites
Chief Compliance Officer
KURT WACHHOLZ
CHIEF COMPLIANCE OFFICER
9 WATERBIRD DRIVE
BEAUFORT
SC
United States
Tel:
404-606-0663
K***@************M
(Full email address available in API data)
Regulatory Contact
KERI FINDLEY
CHIEF EXECUTIVE OFFICER
2505 PECOS STREET
AUSTIN
TX
United States
Tel:
310-741-1070
K***@************M
(Full email address available in API data)
Industry Affiliates
| TACORA CAPITAL GP, LLC | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| TACORA CAPITAL, LP | Venture Capital Fund | $343.3M | $1.0M | 15 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ANISGARTEN, KERI, ALYSSA | Individual | – | CEO, LIMITED PARTNER | 07/2021 | 50-75% |
| TACORA CAPITAL GP LLC | Domestic Entity | – | GENERAL PARTNER | 07/2021 | > 75% |
| ANISGARTEN, KERI, ALYSSA | Individual | TACORA CAPITAL GP LLC | CEO, MANAGING MEMBER | 07/2021 | 50-75% |
| WACHHOLZ, KURT, EDWARD | Individual | – | CHIEF COMPLIANCE OFFICER | 01/2023 | < 5% |