TAM CAPITAL MANAGEMENT INC
Adviser information for TAM CAPITAL MANAGEMENT INC last updated from Form ADV on March 20th, 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 | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | New York, United States |
Employees
| Total Number of Employees | 1 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| 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 | 23 | $132.1M |
| Non-Discretionary | 0 | $0 |
| Total | 23 | $132.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | <5 | $800,953 |
| HNW Individuals | 13 | $73.9M |
| 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 | 1 | $3.7M |
| 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 | 7 | $53.8M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 4 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Principal Office
63 CRANE ROAD NORTHSTAMFORD
CT
United States
Monday - Friday, 9:00 AM - 4:00 PM
Tel: 9175673923, Fax: None
Websites
Chief Compliance Officer
TSEMACH AARON MISHAL
PRESIDENT, PORTFOLIO MANAGER
63 CRANE ROAD NORTH
STAMFORD
CT
United States
Tel:
9175673923
T************@********M
(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 |
|---|---|---|---|---|---|
| MISHAL, TSEMACH, AARON | Individual | – | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | 10/2010 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 12th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| BANK NEW YORK MELLON CORP | COM | 35M | 591K | – |
| BANK NEW YORK MELLON CORP | CALL | 9M | 157K | – |
| CHECK POINT SOFTWARE TECH LT | ORD | 4M | 25K | – |
| CHECK POINT SOFTWARE TECH LT | CALL | 7M | 45K | – |
| DOLE PLC | ORD SHS | 439K | 36K | – |
| JPMORGAN CHASE & CO | COM | 24M | 118K | – |
| KRAFT HEINZ CO | COM | 391K | 12K | – |
| STATE STR CORP | COM | 75M | 1M | – |
| STATE STR CORP | CALL | 10M | 136K | – |