DFX Intelligence
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SEC-registered adviser
T•••• A•••• M••••••••• L•
Latest filing Mar 24, 2026
First filing on the tape Jul 15, 2019 · 12 filings
SEC status approved since Aug 14, 2019
RAUM
$577M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
6
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
reported on Schedule D
History
12 filings and snapshots on the tape
RAUM$577M as of Mar 24, 2026
Mar 30, 2020$38.7M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 24, 2026
Mar 30, 20200 then
Employees (5.A)6 as of Mar 24, 2026
Mar 30, 20204 then
Private funds1 as of Mar 24, 2026
Mar 30, 20201 then
RAUM +90% over the last fiscal year+32% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 24, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $72.1MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +90%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Corporations and businesses$458M79%
- Pooled investment vehicles$120M21%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 8reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.21 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
2 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| T•••• O••••••••• M••••• F•••• L• | Hedge Fund | $141M | 9 | Jul 15, 2019 |
| T•••• M••••••••• F•••• L•no longer reported | Hedge Fund | $20.0M | 2 | Mar 14, 2022 |
Owners and control persons
Schedule A and B, latest filing
- A•••••••• T•• · Cco / Cfocontrolsince 08/2024 · owns less than 5%
- J•••••• J••••••• · Partner / Ciocontrolsince 07/2018 · owns 75% or more
- J•••• A•••• · Partner/President/Coocontrolsince 11/2019 · owns less than 5%
- J•••••• J••••••• · Ownercontrolsince 07/2018 · owns 75% or more of T•••• G•• L••
Entity owners
- T•••• G•• L•• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- T•••• A•••••••• L••bankpooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- institutional asset share shiftChange between filings · filing Mar 24, 2026institutional share of RAUM moved from 55.0% to 79.0% between the annual amendments of 2025-03-28 and 2026-03-24peers: other advisers, $500M to $1B (95)
- RAUM up 50 %Change between filings · filing Mar 24, 2026RAUM (Item 5.F) moved from $303,179,476 to $577,194,716 (+90.0%) between the annual amendments of 2025-03-28 and 2026-03-24; the peer median change was +12.0% (87 comparable advisers, 92.0th percentile of changes)peers: other advisers, $500M to $1B (87) · 92% percentile
What changed
consecutive filings, newest first
- Accounts · 6 to 8Mar 28, 2025 to Mar 24, 2026
- Corporate clients · 2 to 5Mar 28, 2025 to Mar 24, 2026
- Discretionary RAUM · $303M to $577MMar 28, 2025 to Mar 24, 2026
- Pooled vehicle RAUM · $138M to $120MMar 28, 2025 to Mar 24, 2026
- RAUM · $303M to $577MMar 28, 2025 to Mar 24, 2026
- Advisory employees · 5 to 4Dec 16, 2024 to Mar 28, 2025
- BD registered reps · 1 to 0Dec 16, 2024 to Mar 28, 2025
- Employees · 7 to 6Dec 16, 2024 to Mar 28, 2025
- Financial planning clients · 0 to 0Dec 16, 2024 to Mar 28, 2025
- Discretionary RAUM · $303M to $303MDec 16, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $141M to $138MDec 16, 2024 to Mar 28, 2025
- RAUM · $303M to $303MDec 16, 2024 to Mar 28, 2025
- Accounts · 7 to 6Feb 23, 2023 to Mar 12, 2024
- Advisory employees · 4 to 5Feb 23, 2023 to Mar 12, 2024
- Pooled vehicle clients · 4 to 3Feb 23, 2023 to Mar 12, 2024
- Private funds · 2 to 1Feb 23, 2023 to Mar 12, 2024
- Discretionary RAUM · $249M to $303MFeb 23, 2023 to Mar 12, 2024
- Pooled vehicle RAUM · $109M to $141MFeb 23, 2023 to Mar 12, 2024
- RAUM · $249M to $303MFeb 23, 2023 to Mar 12, 2024
- Accounts · 6 to 7Mar 14, 2022 to Feb 23, 2023
- Pooled vehicle clients · 3 to 4Mar 14, 2022 to Feb 23, 2023
- Assets in custody · 0.0 to unsetMar 14, 2022 to Feb 23, 2023
- Custody of client assets · true to falseMar 14, 2022 to Feb 23, 2023
- Employees · 6 to 7Mar 14, 2022 to Feb 23, 2023
- Discretionary RAUM · $266M to $249MMar 14, 2022 to Feb 23, 2023
- Pooled vehicle RAUM · $116M to $109MMar 14, 2022 to Feb 23, 2023
- RAUM · $266M to $249MMar 14, 2022 to Feb 23, 2023
- Private funds · 1 to 2Mar 25, 2021 to Mar 14, 2022
- Discretionary RAUM · $168M to $266MMar 25, 2021 to Mar 14, 2022
- Pooled vehicle RAUM · $36.8M to $116MMar 25, 2021 to Mar 14, 2022
- RAUM · $168M to $266MMar 25, 2021 to Mar 14, 2022
- Accounts · 3 to 6Nov 3, 2020 to Mar 25, 2021
- Advisory employees · 3 to 4Nov 3, 2020 to Mar 25, 2021
- Corporate clients · 1 to 2Nov 3, 2020 to Mar 25, 2021
- Pooled vehicle clients · 2 to 3Nov 3, 2020 to Mar 25, 2021
- Employees · 4 to 6Nov 3, 2020 to Mar 25, 2021
- Discretionary RAUM · $38.7M to $168MNov 3, 2020 to Mar 25, 2021
- Pooled vehicle RAUM · $19.3M to $36.8MNov 3, 2020 to Mar 25, 2021
- RAUM · $38.7M to $168MNov 3, 2020 to Mar 25, 2021
- Assets in custody · unset to 0.0Mar 30, 2020 to Nov 3, 2020
Signals
4 dated events
- T•••• A•••• M••••••••• L• reported RAUM $577.2M, up 90% from $303.2M (2025-03-28 to 2026-03-24)Mar 24, 2026 · RAUM change · derived
- Tal Askenazi (Cco / Cfo) appeared on Schedule A of T•••• A•••• M••••••••• L•Aug 21, 2024 · Control person joined · fact
- Ankur Jain (Cco / Partner / Coo / Head Of Business Development) appeared on Schedule A of T•••• A•••• M••••••••• L•Dec 12, 2019 · Control person joined · fact
- T•••• A•••• M••••••••• L• filed its initial SEC registration (Form ADV)Jul 15, 2019 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/tabor-asset-managementreportedpublic record, Form ADV, Mar 24, 2026
- Website
- t•••••••••.comreportedpublic record, Form ADV, Mar 24, 2026
- Principal office phone
- 646-921-7954reportedpublic record, Form ADV, Mar 24, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Other adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026