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Taconic Advisors Inc.

● SEC registered since 2022CRD 123961SEC# 801-125808Saugerties, NY
Export (members)
Reg. AUM
$206.9M
Employees
6
Accounts
549
Location
Saugerties, NY

Taconic Advisors Inc. assets under management

Taconic Advisors Inc. is an investment advisory firm registered with the SEC based in Saugerties, NY. The firm has been registered since 2022. It reports $206.9 million in regulatory assets under management and employs 6 people.
www.linkedin.com/company/taconic-advisors-incView on SEC.gov ↗

Taconic Advisors Inc. owners & executives

2 reported
NameTitleOwnershipSince
John Alexander Kelly ControlVice President, Secretary, Chief Compliance Officer25-50%2023
Meredith Wilson Briggs ControlPresident/TreasurerOver 75%2016

Frequently asked questions

How much does Taconic Advisors Inc. manage?

Taconic Advisors Inc. reports $206.9 million in regulatory assets under management on its Form ADV.

How many employees does Taconic Advisors Inc. have?

Taconic Advisors Inc. reports 6 employees.

Where is Taconic Advisors Inc. located?

Taconic Advisors Inc. is based in Saugerties, NY and has been SEC-registered since 2022.

Does Taconic Advisors Inc. disclose fund performance?

Taconic Advisors Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address382 Main Street, Saugerties, NY 12477
Phone845-486-5039
Fax845-625-1419
Office hoursBy Appointment Only
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$206.9M
Non-discretionary$0
Total (RAUM)$206.9M