TAC PARTNERS, INC.
Adviser information for TAC PARTNERS, INC. last updated from Form ADV on March 28th, 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 | Massachusetts, United States |
Employees
| Total Number of Employees | 16 |
|---|---|
| Investment Advisory/Research | 11 |
| 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 | 6 | $1.1B |
| Non-Discretionary | 0 | $0 |
| Total | 6 | $1.1B |
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 | 6 | $1.1B |
| 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 | 801-74345 |
|---|---|
| SEC ERA File Number | 801-74345 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 158249 |
| Legal Entity Identifier | None |
Principal Office
53 STATE STREETSUITE 2602
BOSTON
MA
United States
Monday - Friday, 9AM - 5PM
Tel: (617) 345-7200, Fax: (617) 345-7201
Chief Compliance Officer
EDWARD J KEEFE
CFO, CCO
53 STATE STREET
SUITE 2602
BOSTON
MA
United States
Tel:
(617) 345-7235
Fax:
(617) 345-7201
E*****@*************M
(Full email address available in API data)
Industry Affiliates
| BRIAN M. CLARK | Sponsor, GP, manager of pooled investment vehicles |
| DAVID D. CROLL | Sponsor, GP, manager of pooled investment vehicles |
| GILLIS S. CASHMAN | Sponsor, GP, manager of pooled investment vehicles |
| JAMES F. WADE | Sponsor, GP, manager of pooled investment vehicles |
| M/CP IX, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| M/CP IX, LLC | Sponsor, GP, manager of pooled investment vehicles |
| M/CP VII GP, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| M/CP VII, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| M/CP VII, LLC | Sponsor, GP, manager of pooled investment vehicles |
| M/CP VIII, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| M/CP VIII, LLC | Sponsor, GP, manager of pooled investment vehicles |
| TRAVIS A. KELLER | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| M/C INVESTORS 2014 LLC | Private Equity Fund | $2.2M | $0.1M | 13 |
| M/C INVESTORS 2018 LLC | Private Equity Fund | $12.0M | $0.1M | 28 |
| M/C INVESTORS 2022, LLC | Private Equity Fund | $14.3M | $0.1M | 33 |
| M/C PARTNERS IX, L.P. | Private Equity Fund | $399.2M | $1.0M | 41 |
| M/C PARTNERS VII, L.P. | Private Equity Fund | $222.6M | $1.0M | 25 |
| M/C PARTNERS VIII, LP | Private Equity Fund | $432.2M | $1.0M | 36 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| KEEFE, EDWARD, JOSEPH | Individual | – | CHIEF COMPLIANCE OFFICER / CHIEF FINANCIAL OFFICER | 10/2004 | < 5% |
| CASHMAN, GILLIS, SHANAHAN | Individual | – | EXECUTIVE OFFICER | 01/2008 | 50-75% |
| CLARK, BRIAN, MICHAEL | Individual | – | CHIEF ADMINISTRATIVE OFFICER, EXECUTIVE OFFICER | 01/2008 | 50-75% |