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TAC PARTNERS, INC.

BOSTON, MA · CRD 158249 · IAPD ↗ · mcpartners.com · (617) 345-7200

$983.4MRegulatory AUM
13Advisory reps
18Employees
0Clients
n/aPlanning clients
6Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

70
April 2024 — TAC PARTNERS, INC. crossed $1B in regulatory AUM ($897.8M -> $1.08B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.