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TACONIC PARTNERS

NEW YORK, NY · CRD 159459 · IAPD ↗ · taconicpartners.com · 212-220-9945

$431.5MRegulatory AUM
27Advisory reps
29Employees
0Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

48
January 2025 — TACONIC PARTNERS (NEW YORK, NY) left the SEC roster (was $431.5M RAUM, 27 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
38
April 2024 — TACONIC PARTNERS shrank from 33 to 27 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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