July 26, 2014 1:28 PM ET

Capital Markets

Company Overview of TAG Associates LLC

Company Overview

TAG Associates LLC provides wealth management services to wealthy families and individuals. The firm offers financial management, administration/controllership, tax planning and compliance, estate and trust planning, and private equity services. TAG was founded in 1983 and is based in New York.

75 Rockefeller Plaza

New York, NY 10019-6908

United States

Founded in 1983

Phone:

212-275-1500

Fax:

212-275-1510

Key Executives for TAG Associates LLC

Chief Executive Officer and Managing Director of Portfolio Management Group
Age: 49
Chief Operating Officer and Managing Director
Managing Director
Managing Director
Managing Director
Compensation as of Fiscal Year 2014.

TAG Associates LLC Key Developments

TAG Associates LLC Presents at 7th Annual SuperReturn U.S. conference, Jun-11-2014 04:00 PM

TAG Associates LLC Presents at 7th Annual SuperReturn U.S. conference, Jun-11-2014 04:00 PM. Venue: Renaissance Boston Waterfront Hotel, 606 Congress Street, Boston, MA 02210, United States. Speakers: Jonathan M. Bergman, Managing Director and Member of Investment Committee.

TAG Associates LLC Presents at 6th Annual Super Return US 2013, Jun-05-2013 03:30 PM

TAG Associates LLC Presents at 6th Annual Super Return US 2013, Jun-05-2013 03:30 PM. Venue: Renaissance Boston Waterfront Hotel, 606 Congress Street, Boston, MA 02210, United States. Speakers: Jonathan M. Bergman, Managing Director.

TAG Associates LLC Appoints Jonathan M. Bergman as Managing Director

TAG Associates LLC announced that Jonathan M. Bergman has joined the firm as a Managing Director, reporting to the Chief Executive Officer David Basner. Mr. Bergman's primary responsibilities at TAG will be to serve as portfolio manager to client accounts and conduct investment manager diligence. He will also join the investment committee, which directs firm-wide investment strategy. Mr. Bergman comes to TAG from Palisades Hudson Financial Group, where he served as Chief Investment Officer. Mr. Bergman spent the last 15 years at Palisades Hudson.

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Recent Private Companies Transactions

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Date
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No transactions available in the past 12 months.
 

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