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Jonathan Michael Bergman

President, TAG Associates LLC

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Search this name across graphsid dfx:pe:580f810f-ac46-46bd-b57e-1a97cc70a741

Data as of Sep 13, 2026 (this record's last observation) from Sworn filings; Announcements; Limited partners. Page built Sep 19, 2026, 10:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 2
On other graphs: 1
Observed: n/a to Sep 13, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

JONATHAN MICHAEL BERGMAN

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current organization: TAG Associates LLC
Title: President
Current roles: 1
Past roles: 1
Attributed transactions: 0
Confirmed attributions: 0
Board seats: 0

Relationships

Employs (2)

← TAG Associates LLCFirmPresident
Mar 1, 2019 to presentfactForm ADV
← Palisades Hudson Asset Management, L.P.FirmChief Investment Officer
Jan 1, 2005 to Aug 10, 2012inferenceForm ADV

Dated events

Occurred
Mar 1, 2019
Person joined
Jonathan Michael Bergman joined Schedule A of TAG Associates LLC as President
TAG Associates LLC Form ADVobserved 6 days ago
Occurred
Aug 10, 2012
Person left
Jonathan Michael Bergman (Chief Investment Officer) no longer on Schedule A of Palisades Hudson Asset Management, L.P.
Palisades Hudson Asset Management, L.P.Form ADVobserved 6 days ago

Provenance

Graph: Private Equity
Canonical id: dfx:pe:580f810f-ac46-46bd-b57e-1a97cc70a741
First observed: n/a
Last observed: Sep 13, 2026 6 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.