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TACORA CAPITAL MANAGEMENT, LP

· CRD 316585 · IAPD ↗ · tacoracap.com · 310-741-1070

$1.62BRegulatory AUM
10Advisory reps
10Employees
0Clients
n/aPlanning clients
5Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

58
April 2026 — TACORA CAPITAL MANAGEMENT, LP grew from 7 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2026 — TACORA CAPITAL MANAGEMENT, LP crossed $1B in regulatory AUM ($960.1M -> $1.62B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
55
April 2025 — TACORA CAPITAL MANAGEMENT, LP crossed $500M in regulatory AUM ($343.3M -> $960.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
56
April 2024 — TACORA CAPITAL MANAGEMENT, LP grew from 3 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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