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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

TAG EISNERAMPER LLC

CRD 126530

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8db3a194-6cf2-7f4e-e19a-d3f0cbeca4a5

Data as of Mar 29, 2018 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 0
On other graphs: 0
Observed: Mar 29, 2012 to Mar 29, 2018
9 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $92.1MItem 5.F on the latest filing (2018-03-29); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $92.1MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 4
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 26
High net worth clients: 6
Custody, client assets: $9.1M
SEC number: 801-63901
CRD: 126530
Filings on the tape: 9
First filed: Mar 29, 2012
Latest filed: Mar 29, 2018
Organised: Limited Liability Company, New York

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BASNER, DAVID, ERIC	AUTHORIZED REPRESENTATIVE OF MANAGING MEMBER	Na	yes	03/2007	Mar 29, 2012	Mar 29, 2018
BASNER, DAVID, ERIC	President	F	yes	10/2009	Mar 29, 2012	Mar 29, 2018
EISNERAMPER HOLDINGS LLC	MANAGING MEMBER	D	yes	03/2003	Mar 29, 2012	Mar 29, 2018
EISNERAMPER LLP	Member	E	yes	09/2004	Mar 29, 2012	Mar 29, 2018
FUHRMAN, GARY, LEE	Chairman	E	yes	10/2009	Mar 29, 2012	Mar 29, 2018
PANTOWICH, STANLEY, HOWARD	AUTHORIZED REPRESENTATIVE OF MANAGING MEMBER	Na	yes	03/2003	Mar 29, 2012	Mar 29, 2018
SPEISS, TIMOTHY, PATRIC	AUTHORIZED REPRESENTATIVE OF MANAGING MEMBER	Na	yes	05/2006	Mar 29, 2012	Mar 29, 2018
TAG ASSOCIATES HOLDINGS,LLC	Member	E	yes	01/2002	Mar 29, 2012	Mar 29, 2018
TAG ASSOCIATES LLC	MANAGING MEMBER	D	yes	03/2003	Mar 29, 2012	Mar 29, 2018
WEINSTEIN, CHARLES	AUTHORIZED REPRESENTATIVE OF MANAGING MEMBER	Na	yes	03/2003	Mar 29, 2012	Mar 29, 2018
GONZALEZ, JORGE, L	CHIEF COMPLIANCE OFFICER	Na	no	03/2012	Mar 29, 2012	Mar 29, 2018

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
TAG ASSOCIATES LLC	n/a	Independent wealth	$7.1B	Y	yes	n/a
EISNERAMPER WEALTH ADVISORS LLC	n/a	Independent wealth	$391M	N	yes	n/a
GF CAPITAL ASSET ADVISORS, LLC	n/a	Asset manager	$288M	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 CAPITAL REAL ESTATE GP, LLC	n/a	n/a	n/a	N	yes	n/a
GF CAPITAL REAL ESTATE GP, LP	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 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

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2017	Mar 29, 2018	$92.1M	$0	4	2	0	n/a	n/a
2016	Mar 29, 2017	$88.1M	$0	4	2	n/a	n/a	n/a
2015	Mar 30, 2016	$126M	$0	4	2	n/a	n/a	n/a
2014	Mar 31, 2015	$130M	$0	4	2	n/a	n/a	n/a
2013	Mar 31, 2014	$133M	$0	4	2	n/a	n/a	n/a
2012	Mar 22, 2013	$120M	$0	4	2	n/a	n/a	n/a
2011	Mar 29, 2012	$119M	$0	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2017	$92.1M	$88.1M	4.5%	$130M	-10.8%	4	4	0	n/a

Relationships

Affiliated with (3)

→ TAG ASSOCIATES LLCRegistered adviserother investment adviser, bank, pooled vehicle sponsor, control, common control
factForm ADV
→ HILLCREST WEALTH ADVISORS - NY, LLCRegistered adviserother investment adviser, LP sponsor, common control
factForm ADV
→ GF CAPITAL ASSET ADVISORS, LLCRegistered adviserother investment adviser, common control
factForm ADV

Controls (7)

← TAG ASSOCIATES LLCOwnerMANAGING MEMBER, ownership code D, domestic entity
Mar 29, 2012 to presentfactForm ADV
← FUHRMAN, GARY, LEEOwnerCHAIRMAN, ownership code E, individual
Mar 29, 2012 to presentfactForm ADV
← BASNER, DAVID, ERICOwnerPRESIDENT, ownership code F, individual
Mar 29, 2012 to presentfactForm ADV
← SPEISS, TIMOTHY, PATRICOwnerAUTHORIZED REPRESENTATIVE OF MANAGING MEMBER, ownership code NA, individual
Mar 29, 2012 to presentfactForm ADV
← PANTOWICH, STANLEY, HOWARDOwnerAUTHORIZED REPRESENTATIVE OF MANAGING MEMBER, ownership code NA, individual
Mar 29, 2012 to presentfactForm ADV
← WEINSTEIN, CHARLESOwnerAUTHORIZED REPRESENTATIVE OF MANAGING MEMBER, ownership code NA, individual
Mar 29, 2012 to presentfactForm ADV
← EISNERAMPER HOLDINGS LLCOwnerMANAGING MEMBER, ownership code D, domestic entity
Mar 29, 2012 to presentfactForm ADV

Owns (1)

← GONZALEZ, JORGE, LOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 29, 2012 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8db3a194-6cf2-7f4e-e19a-d3f0cbeca4a5
First observed: Mar 29, 2012
Last observed: Mar 29, 2018 103 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
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.

TAG EISNERAMPER LLC

CRD 126530

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8db3a194-6cf2-7f4e-e19a-d3f0cbeca4a5

Data as of Mar 29, 2018 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:03 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BASNER, DAVID, ERIC

AUTHORIZED REPRESENTATIVE OF MANAGING MEMBER

yes

03/2007

Mar 29, 2012

Mar 29, 2018

BASNER, DAVID, ERIC

President

yes

10/2009

Mar 29, 2012

Mar 29, 2018

EISNERAMPER HOLDINGS LLC

MANAGING MEMBER

yes

03/2003

Mar 29, 2012

Mar 29, 2018

EISNERAMPER LLP

Member

yes

09/2004

Mar 29, 2012

Mar 29, 2018

FUHRMAN, GARY, LEE

Chairman

yes

10/2009

Mar 29, 2012

Mar 29, 2018

PANTOWICH, STANLEY, HOWARD

AUTHORIZED REPRESENTATIVE OF MANAGING MEMBER

yes

03/2003

Mar 29, 2012

Mar 29, 2018

SPEISS, TIMOTHY, PATRIC

AUTHORIZED REPRESENTATIVE OF MANAGING MEMBER

yes

05/2006

Mar 29, 2012

Mar 29, 2018

TAG ASSOCIATES HOLDINGS,LLC

Member

yes

01/2002

Mar 29, 2012

Mar 29, 2018

TAG ASSOCIATES LLC

MANAGING MEMBER

yes

03/2003

Mar 29, 2012

Mar 29, 2018

WEINSTEIN, CHARLES

AUTHORIZED REPRESENTATIVE OF MANAGING MEMBER

yes

03/2003

Mar 29, 2012

Mar 29, 2018

GONZALEZ, JORGE, L

CHIEF COMPLIANCE OFFICER

03/2012

Mar 29, 2012

Mar 29, 2018

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

TAG ASSOCIATES LLC

n/a

Independent wealth

$7.1B

yes

n/a

EISNERAMPER WEALTH ADVISORS LLC

n/a

Independent wealth

$391M

yes

n/a

GF CAPITAL ASSET ADVISORS, LLC

n/a

Asset manager

$288M

yes

n/a

GF CAPITAL ASSET MANAGEMENT, LLC

n/a

yes

n/a

GF CAPITAL CSE GP, LLC

n/a

yes

n/a

GF CAPITAL PRIVATE EQUITY GP II, LLC

n/a

yes

n/a

GF CAPITAL PRIVATE EQUITY GP, LLC

n/a

yes

n/a

GF CAPITAL PRIVATE EQUITY MANAGEMENT, LLC

n/a

yes

n/a

GF CAPITAL REAL ESTATE GP, LLC

n/a

yes

n/a

GF CAPITAL REAL ESTATE GP, LP

n/a

yes

n/a

GF EDGECOMBE VENTURES GP, LLC

n/a

yes

n/a

GF P&B GP, LLC

n/a

yes

n/a

GF RIVERSIDE DRIVE GP, LLC

n/a

yes

n/a

TAG PORTFOLIO MANAGEMENT GROUP LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2017

Mar 29, 2018

$92.1M

n/a

2016

Mar 29, 2017

$88.1M

n/a

2015

Mar 30, 2016

$126M

n/a

2014

Mar 31, 2015

$130M

n/a

2013

Mar 31, 2014

$133M

n/a

2012

Mar 22, 2013

$120M

n/a

2011

Mar 29, 2012

$119M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2017

$92.1M

$88.1M

4.5%

$130M

-10.8%

n/a