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CRD 116959
NEW YORK, NY
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| JOHN STEVEN PANTOWICH | n/a | NEW YORK, NY | 12 | 24 | 1 | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| TAG MASTER RELATIVE VALUE FUND LLC | Hedge Fund | $114M | Jun 26, 2026 | 2 | Mar 28, 2012 | reported | n/a |
| TAG RELATIVE VALUE CLIENT FUND, LP | Hedge Fund | $76.8M | Jun 26, 2026 | 48 | Mar 28, 2012 | reported | 021-127841 |
| TAG RELATIVE VALUE OFFSHORE FUND, LTD. | Hedge Fund | $37.1M | Jun 26, 2026 | 33 | Mar 28, 2012 | reported | 021-127845 |
| TAG DIVERSIFIED STRATEGIES FUND, LP | Hedge Fund | $34.4M | Jun 26, 2026 | 28 | Mar 28, 2012 | reported | 021-87341 |
| TAG BLOCKCHAIN OPPORTUNITIES FUND SERIES OF TAG SERIES FUND, LLC | Private Equity Fund | $22.1M | Jun 26, 2026 | 66 | Mar 29, 2022 | reported | 021-424889 |
| TAG ABSOLUTE RETURN INSURANCE DEDICATED FUND, LP | Hedge Fund | $15.6M | Mar 22, 2013 | 1 | Mar 28, 2012 | dropped | n/a |
| TAG DISLOCATION & RECOVERY FUND SERIES OF TAG SERIES FUND, LLC | Private Equity Fund | $12.9M | Jun 26, 2026 | 83 | Mar 31, 2021 | reported | 021-393889 |
| TAG CREDIT OPPORTUNITIES FUND SERIES OF TAG SERIES FUND, LLC | n/a | $6.6M | Jun 26, 2026 | 32 | Jun 26, 2026 | reported | 021-539074 |
| TAG RELATIVE VALUE FUND, LP | Hedge Fund | $5.4M | Sep 22, 2015 | 7 | Mar 28, 2012 | dropped | 021-64005 |
| TAG DISTRESSED DEBT FUND II, LLC | Private Equity Fund | $5.1M | Jun 26, 2026 | 47 | Mar 28, 2012 | reported | 021-121836 |
| TAG YIELD OPPORTUNITIES FUND, LLC | Other Private Fund | $4.7M | Jun 26, 2026 | 52 | Mar 30, 2016 | reported | 021-246527 |
| TAG DISTRESSED DEBT FUND III, LLC | Private Equity Fund | $2.7M | Jun 26, 2026 | 56 | Mar 28, 2012 | reported | 021-149921 |
| TAG DISTRESSED DEBT FUND LLC | Hedge Fund | $2.2M | Jun 27, 2014 | 15 | Mar 28, 2012 | dropped | 021-93358 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BASNER, DAVID, ERIC | CHIEF EXECUTIVE OFFICER | Na | yes | 10/2010 | Mar 28, 2012 | Mar 28, 2024 |
| BASNER, DAVID, ERIC | President | F | yes | 10/2009 | Mar 28, 2012 | Mar 28, 2024 |
| BERGMAN, JONATHAN, MICHAEL | President | Na | yes | 03/2019 | Mar 29, 2022 | Mar 28, 2024 |
| FUHRMAN, GARY, LEE | Chairman | E | yes | 10/2009 | Mar 28, 2012 | Mar 28, 2024 |
| FUHRMAN, GARY, LEE | CHAIRMAN OF TAG ASSOCIATES & TAG HOLDINGS | Na | yes | 10/2009 | Mar 28, 2012 | Mar 28, 2024 |
| TAG ASSOCIATES HOLDING, LLC | Member | E | yes | 01/2002 | Mar 28, 2012 | Mar 28, 2024 |
| GONZALEZ, JORGE, L | CHIEF COMPLIANCE OFFICER | Na | no | 01/2004 | Mar 28, 2012 | Mar 28, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| GF CAPITAL ASSET ADVISORS, LLC | n/a | Asset manager | $288M | N | yes | n/a |
| TAG ASSOCIATES FLORIDA LLC | n/a | Independent wealth | $35.5M | N | yes | n/a |
| GF CAPITAL ASSET MANAGEMENT, LLC | n/a | n/a | n/a | N | yes | n/a |
| GF CAPITAL CSE GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| GF CAPITAL PRIVATE EQUITY GP II, LLC | n/a | n/a | n/a | N | yes | n/a |
| GF CAPITAL PRIVATE EQUITY GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| GF CAPITAL PRIVATE EQUITY MANAGEMENT, LLC | n/a | n/a | n/a | N | yes | n/a |
| GF EDGECOMBE VENTURES GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| GF MIDTOWN EAST GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| GF P&B GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| GF RIVERSIDE DRIVE GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| TAG PORTFOLIO MANAGEMENT GROUP LLC | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Ketchum | Id | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $7.1B | $319M | 71 | 23 | 1 | 10 | n/a |
| 2024 | Apr 23, 2025 | $7.1B | $451M | 72 | 25 | 1 | 10 | n/a |
| 2023 | Mar 28, 2024 | $8.7B | $338M | 71 | 24 | 1 | 9 | $316M |
| 2022 | Mar 28, 2023 | $8.1B | $310M | 73 | 25 | 1 | 9 | $317M |
| 2021 | Mar 29, 2022 | $9.5B | $313M | 70 | 25 | 1 | 9 | $339M |
| 2020 | Mar 31, 2021 | $8.6B | $295M | 73 | 26 | 1 | 8 | $327M |
| 2019 | Mar 30, 2020 | $8.3B | $278M | 67 | 25 | 1 | 7 | $330M |
| 2018 | Mar 29, 2019 | $8.1B | $291M | 68 | 22 | 1 | 7 | $338M |
| 2017 | Mar 27, 2018 | $8.7B | $345M | 67 | 23 | 1 | 7 | $380M |
| 2016 | Mar 28, 2017 | $8.3B | $351M | 67 | 24 | n/a | 7 | $394M |
| 2015 | Mar 30, 2016 | $8.1B | $314M | 67 | 24 | n/a | 7 | $417M |
| 2014 | Mar 30, 2015 | $8.4B | $317M | 74 | 26 | n/a | 7 | $434M |
| 2013 | Mar 31, 2014 | $8.4B | $352M | 68 | 26 | n/a | 8 | $465M |
| 2012 | Mar 22, 2013 | $7.0B | $825M | 66 | 26 | n/a | 9 | $591M |
| 2011 | Mar 28, 2012 | $6.9B | $419M | n/a | n/a | n/a | 9 | $629M |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $7.1B | $7.1B | -1.0% | $8.1B | -4.3% | 71 | 72 | 1 | 1 |